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
2201
$650K ﹤0.01%
7,665
+149
2202
$647K ﹤0.01%
+103,533
2203
$645K ﹤0.01%
12,528
+3,906
2204
$644K ﹤0.01%
12,956
-300
2205
$643K ﹤0.01%
58,547
-118,453
2206
$643K ﹤0.01%
5,162
-2,160
2207
$642K ﹤0.01%
64,845
+2,010
2208
$642K ﹤0.01%
8,075
-693
2209
$642K ﹤0.01%
43,145
+243
2210
$641K ﹤0.01%
9,541
+4,952
2211
$640K ﹤0.01%
44,673
-4,191
2212
$640K ﹤0.01%
24,780
-29,188
2213
$640K ﹤0.01%
69,389
-7,566
2214
$640K ﹤0.01%
16,564
-9,085
2215
$638K ﹤0.01%
18,591
+5,044
2216
$637K ﹤0.01%
8,143
-667
2217
$636K ﹤0.01%
6,914
+509
2218
$635K ﹤0.01%
15,722
+47
2219
$635K ﹤0.01%
9,936
-1,943
2220
$634K ﹤0.01%
44,806
-992
2221
$633K ﹤0.01%
29,796
-614
2222
$632K ﹤0.01%
10,951
-5,750
2223
$630K ﹤0.01%
8,064
-945
2224
$630K ﹤0.01%
16,412
-298
2225
$629K ﹤0.01%
28,005
-11,060
87 88
89
90 91