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
2001
$844K ﹤0.01%
27,881
-1,919
2002
$842K ﹤0.01%
12,970
-2,019
2003
$840K ﹤0.01%
64,324
-740
2004
$839K ﹤0.01%
44,181
+22,508
2005
$839K ﹤0.01%
9,688
-104
2006
$833K ﹤0.01%
21,327
+272
2007
$830K ﹤0.01%
140,934
-176,020
2008
$830K ﹤0.01%
27,316
+7,131
2009
$830K ﹤0.01%
93,900
-8,262
2010
$830K ﹤0.01%
13,906
+5,416
2011
$829K ﹤0.01%
27,104
+677
2012
$828K ﹤0.01%
9,462
-1,476
2013
$827K ﹤0.01%
11,610
+647
2014
$827K ﹤0.01%
16,941
+5,210
2015
$827K ﹤0.01%
24,042
-1,334
2016
$826K ﹤0.01%
172,735
+11,372
2017
$826K ﹤0.01%
26,265
-28,674
2018
$826K ﹤0.01%
30,275
+9,361
2019
$825K ﹤0.01%
33,820
-3,795
2020
$824K ﹤0.01%
24,151
-4,743
2021
$820K ﹤0.01%
31,693
+18,721
2022
$819K ﹤0.01%
71,025
-1,522
2023
$819K ﹤0.01%
16,942
-554
2024
$818K ﹤0.01%
15,459
-3,403
2025
$817K ﹤0.01%
16,911
-2,344
79 80
81
82 83