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
2151
$705K ﹤0.01%
9,078
+388
2152
$705K ﹤0.01%
40,930
+5,172
2153
$701K ﹤0.01%
11,570
+36
2154
$699K ﹤0.01%
3,103
+210
2155
$698K ﹤0.01%
34,771
-1,159
2156
$698K ﹤0.01%
142,329
+20,662
2157
$697K ﹤0.01%
7,124
+674
2158
$696K ﹤0.01%
12,400
2159
$695K ﹤0.01%
8,642
-282
2160
$694K ﹤0.01%
2,276
-87
2161
$692K ﹤0.01%
16,217
+767
2162
$691K ﹤0.01%
29,211
2163
$690K ﹤0.01%
15,180
+2,418
2164
$690K ﹤0.01%
+10,856
2165
$690K ﹤0.01%
28,707
-24,226
2166
$690K ﹤0.01%
27,790
-1,563
2167
$689K ﹤0.01%
4,943
-250
2168
$687K ﹤0.01%
55,039
2169
$686K ﹤0.01%
42,184
+23,455
2170
$684K ﹤0.01%
37,723
+4,259
2171
$683K ﹤0.01%
25,737
+3,115
2172
$681K ﹤0.01%
108,616
+16,926
2173
$679K ﹤0.01%
91,642
-5,870
2174
$675K ﹤0.01%
8,210
-395
2175
$674K ﹤0.01%
11,735
+959
85 86
87
88 89