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
1951
$900K ﹤0.01%
4,240
+1,259
1952
$897K ﹤0.01%
16,328
+1,100
1953
$891K ﹤0.01%
5,174
-7,201
1954
$891K ﹤0.01%
61,460
+13,078
1955
$890K ﹤0.01%
14,614
-990
1956
$889K ﹤0.01%
21,011
+176
1957
$889K ﹤0.01%
33,930
+137
1958
$886K ﹤0.01%
7,300
1959
$884K ﹤0.01%
32,527
+5,877
1960
$883K ﹤0.01%
131,994
-91,222
1961
$883K ﹤0.01%
9,731
+1,706
1962
$881K ﹤0.01%
33,984
-3,844
1963
$880K ﹤0.01%
5,874
-987
1964
$880K ﹤0.01%
21,260
-206,308
1965
$880K ﹤0.01%
11,928
+1,601
1966
$879K ﹤0.01%
6,860
-912
1967
$879K ﹤0.01%
43,970
+10,412
1968
$878K ﹤0.01%
24,070
-348
1969
$875K ﹤0.01%
12,583
-632
1970
$875K ﹤0.01%
9,770
+98
1971
$873K ﹤0.01%
21,730
+2,947
1972
$871K ﹤0.01%
18,814
+562
1973
$869K ﹤0.01%
1,412
-156
1974
$869K ﹤0.01%
28,522
+1,419
1975
$868K ﹤0.01%
17,300
-3,122
77 78
79
80 81