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
1901
$957K ﹤0.01%
10,896
-469
1902
$956K ﹤0.01%
18,957
+3,092
1903
$955K ﹤0.01%
64,090
+3,698
1904
$955K ﹤0.01%
19,682
-1,632
1905
$955K ﹤0.01%
34,328
+8,821
1906
$955K ﹤0.01%
6,637
-333
1907
$955K ﹤0.01%
13,559
-455
1908
$953K ﹤0.01%
433,048
-56,483
1909
$951K ﹤0.01%
2,617
-340
1910
$951K ﹤0.01%
33,314
-3,455
1911
$949K ﹤0.01%
29,313
-2,956
1912
$949K ﹤0.01%
10,229
+6,196
1913
$948K ﹤0.01%
18,631
-3,792
1914
$947K ﹤0.01%
11,345
-1,927
1915
$945K ﹤0.01%
40,295
-202
1916
$944K ﹤0.01%
22,605
-36,284
1917
$944K ﹤0.01%
20,294
-360
1918
$944K ﹤0.01%
19,335
-637
1919
$942K ﹤0.01%
36,371
+788
1920
$942K ﹤0.01%
27,315
+1,080
1921
$937K ﹤0.01%
35,628
1922
$937K ﹤0.01%
20,870
-3,849
1923
$934K ﹤0.01%
3,986
+2,371
1924
$932K ﹤0.01%
7,504
+2,067
1925
$930K ﹤0.01%
43,356
+1,609
75 76
77
78 79