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
2026
$817K ﹤0.01%
26,048
-4,817
2027
$816K ﹤0.01%
42,959
+3,404
2028
$815K ﹤0.01%
36,500
+1,741
2029
$810K ﹤0.01%
43,312
-3,099
2030
$810K ﹤0.01%
27,428
-1,803
2031
$810K ﹤0.01%
20,546
-156
2032
$809K ﹤0.01%
34,106
-9,693
2033
$808K ﹤0.01%
76,601
-24,387
2034
$808K ﹤0.01%
21,151
2035
$804K ﹤0.01%
30,542
+5,553
2036
$802K ﹤0.01%
38,095
-14,641
2037
$802K ﹤0.01%
11,625
+3,433
2038
$802K ﹤0.01%
41,031
+530
2039
$799K ﹤0.01%
18,774
+286
2040
$799K ﹤0.01%
13,700
-6,709
2041
$797K ﹤0.01%
+15,824
2042
$796K ﹤0.01%
82,025
+4,591
2043
$795K ﹤0.01%
17,607
-2,090
2044
$794K ﹤0.01%
23,362
+11,696
2045
$794K ﹤0.01%
20,050
-416
2046
$792K ﹤0.01%
73,013
-5,677
2047
$792K ﹤0.01%
10,936
-711
2048
$792K ﹤0.01%
+15,505
2049
$790K ﹤0.01%
14,322
+1,428
2050
$790K ﹤0.01%
28,390
-468
80 81
82
83 84