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
2176
$672K ﹤0.01%
19,597
+12,540
2177
$672K ﹤0.01%
6,648
-89
2178
$671K ﹤0.01%
12,601
-11,835
2179
$671K ﹤0.01%
43,102
+5,640
2180
$671K ﹤0.01%
26,813
-1,253
2181
$671K ﹤0.01%
16,897
-1,752
2182
$670K ﹤0.01%
21,093
+832
2183
$669K ﹤0.01%
48,103
+31,265
2184
$668K ﹤0.01%
22,485
+13,252
2185
$667K ﹤0.01%
99,315
+12,417
2186
$667K ﹤0.01%
5,546
+834
2187
$667K ﹤0.01%
+14,536
2188
$665K ﹤0.01%
2,182
-563
2189
$664K ﹤0.01%
13,711
+7
2190
$664K ﹤0.01%
20,148
-5,054
2191
$661K ﹤0.01%
32,898
-778
2192
$661K ﹤0.01%
59,048
+8,830
2193
$658K ﹤0.01%
28,662
-1,848
2194
$658K ﹤0.01%
55,038
-10,495
2195
$658K ﹤0.01%
62,166
-11,046
2196
$656K ﹤0.01%
9,990
+3,612
2197
$655K ﹤0.01%
10,782
2198
$653K ﹤0.01%
19,943
-4,266
2199
$652K ﹤0.01%
4,487
-259
2200
$651K ﹤0.01%
28,527
+5,083
86 87
88
89 90