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
2126
$725K ﹤0.01%
32,481
-826
2127
$725K ﹤0.01%
19,474
-1,236
2128
$724K ﹤0.01%
31,229
+11,190
2129
$724K ﹤0.01%
12,233
+240
2130
$723K ﹤0.01%
6,668
+756
2131
$723K ﹤0.01%
2,534
-121
2132
$722K ﹤0.01%
23,671
+4,157
2133
$722K ﹤0.01%
7,790
+286
2134
$721K ﹤0.01%
7,309
-832
2135
$721K ﹤0.01%
58,961
+4,734
2136
$721K ﹤0.01%
32,081
+1,918
2137
$721K ﹤0.01%
6,633
-1,062
2138
$720K ﹤0.01%
11,243
-9,179
2139
$719K ﹤0.01%
8,989
-8,512
2140
$718K ﹤0.01%
33,943
-23,540
2141
$718K ﹤0.01%
29,721
+16,302
2142
$717K ﹤0.01%
27,039
+15,437
2143
$716K ﹤0.01%
13,829
+6,954
2144
$713K ﹤0.01%
7,577
+1,146
2145
$712K ﹤0.01%
18,705
+368
2146
$712K ﹤0.01%
18,814
+6,817
2147
$711K ﹤0.01%
2,421
+35
2148
$710K ﹤0.01%
12,917
-24
2149
$709K ﹤0.01%
14,938
+466
2150
$709K ﹤0.01%
54,365
+34,534
84 85
86
87 88