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
1976
$867K ﹤0.01%
+27,074
1977
$867K ﹤0.01%
13,420
+829
1978
$865K ﹤0.01%
8,465
+219
1979
$865K ﹤0.01%
12,847
-6,724
1980
$864K ﹤0.01%
70,971
+34,481
1981
$864K ﹤0.01%
+27,255
1982
$863K ﹤0.01%
25,736
-14,553
1983
$861K ﹤0.01%
7,555
+93
1984
$859K ﹤0.01%
16,071
+851
1985
$858K ﹤0.01%
4,696
-912
1986
$857K ﹤0.01%
24,539
+2,814
1987
$856K ﹤0.01%
8,784
+113
1988
$854K ﹤0.01%
35,849
-2,351
1989
$854K ﹤0.01%
38,377
+1,494
1990
$853K ﹤0.01%
18,876
+4,028
1991
$851K ﹤0.01%
57,633
-63,462
1992
$851K ﹤0.01%
7,483
-155
1993
$849K ﹤0.01%
15,155
+1,196
1994
$848K ﹤0.01%
40,365
-4,148
1995
$847K ﹤0.01%
18,542
+1,889
1996
$847K ﹤0.01%
37,438
-864
1997
$846K ﹤0.01%
111,325
-78,108
1998
$845K ﹤0.01%
24,368
-3,073
1999
$845K ﹤0.01%
33,912
-86,213
2000
$844K ﹤0.01%
18,041
-299
78 79
80
81 82