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
2251
$612K ﹤0.01%
153,864
-13,788
2252
$612K ﹤0.01%
+10,570
2253
$611K ﹤0.01%
23,067
-1,190
2254
$609K ﹤0.01%
20,811
+1,711
2255
$608K ﹤0.01%
57,425
+725
2256
$608K ﹤0.01%
+43,745
2257
$604K ﹤0.01%
12,168
+3,364
2258
$601K ﹤0.01%
32,192
+13,716
2259
$601K ﹤0.01%
15,778
+5,424
2260
$599K ﹤0.01%
7,288
-365
2261
$599K ﹤0.01%
20,298
-19,936
2262
$597K ﹤0.01%
20,838
+81
2263
$596K ﹤0.01%
12,144
+745
2264
$595K ﹤0.01%
51,020
+8,732
2265
$593K ﹤0.01%
12,889
-36
2266
$592K ﹤0.01%
86,161
+1,990
2267
$592K ﹤0.01%
20,880
-2,060
2268
$592K ﹤0.01%
45,228
+503
2269
$592K ﹤0.01%
13,940
-1,361
2270
$591K ﹤0.01%
51,815
+22,131
2271
$590K ﹤0.01%
13,744
+1,375
2272
$589K ﹤0.01%
2,744
+599
2273
$588K ﹤0.01%
22,549
+7,972
2274
$588K ﹤0.01%
24,064
+12,064
2275
$586K ﹤0.01%
16,844
-3,450
89 90
91
92 93