Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$29.6B
AUM Growth
-$295M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,681
New
Increased
Reduced
Closed

Top Buys

1
+$37.3M
2
+$32.1M
3
+$29M
4
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$20.4M
5
GLD icon
SPDR Gold Trust
GLD
+$19.6M

Top Sells

1
+$53.3M
2
+$41.8M
3
+$40M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$26.8M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$23.5M

Sector Composition

1 Technology 10.67%
2 Financials 5.49%
3 Consumer Discretionary 3.63%
4 Healthcare 3.13%
5 Communication Services 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1876
$986K ﹤0.01%
8,879
+443
1877
$985K ﹤0.01%
31,771
+7,298
1878
$985K ﹤0.01%
10,276
-19,194
1879
$984K ﹤0.01%
2,669
-197
1880
$981K ﹤0.01%
34,748
+1,212
1881
$977K ﹤0.01%
6,097
-938
1882
$977K ﹤0.01%
28,459
-17
1883
$976K ﹤0.01%
14,448
+1,247
1884
$974K ﹤0.01%
+34,189
1885
$974K ﹤0.01%
175,196
+14,853
1886
$974K ﹤0.01%
+61,479
1887
$973K ﹤0.01%
33,319
-776
1888
$972K ﹤0.01%
9,597
+2,218
1889
$971K ﹤0.01%
33,688
-35,120
1890
$970K ﹤0.01%
44,907
+34,273
1891
$968K ﹤0.01%
7,404
+1,310
1892
$965K ﹤0.01%
88,172
+48,792
1893
$965K ﹤0.01%
15,856
-12,711
1894
$963K ﹤0.01%
21,919
+5,313
1895
$963K ﹤0.01%
25,514
-2,096
1896
$963K ﹤0.01%
4,657
-457
1897
$963K ﹤0.01%
13,462
-148
1898
$962K ﹤0.01%
36,464
-3,337
1899
$960K ﹤0.01%
21,191
+25
1900
$957K ﹤0.01%
2,280
-368
74 75
76
77 78