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
2276
$586K ﹤0.01%
+11,450
2277
$586K ﹤0.01%
7,699
+1,435
2278
$586K ﹤0.01%
12,010
+123
2279
$585K ﹤0.01%
12,295
-56
2280
$585K ﹤0.01%
14,816
-5,891
2281
$585K ﹤0.01%
10,751
-523
2282
$585K ﹤0.01%
48,189
-2,802
2283
$584K ﹤0.01%
+19,604
2284
$583K ﹤0.01%
+985
2285
$583K ﹤0.01%
39,595
2286
$583K ﹤0.01%
3,613
+2,036
2287
$583K ﹤0.01%
25,110
-176,075
2288
$583K ﹤0.01%
14,234
+396
2289
$582K ﹤0.01%
37,873
+13,080
2290
$582K ﹤0.01%
+30,666
2291
$581K ﹤0.01%
8,258
-504
2292
$579K ﹤0.01%
5,153
-143
2293
$578K ﹤0.01%
15,534
+1,012
2294
$578K ﹤0.01%
4,490
+221
2295
$578K ﹤0.01%
+23,045
2296
$576K ﹤0.01%
7,318
-117
2297
$575K ﹤0.01%
47,402
+11,394
2298
$575K ﹤0.01%
4,807
-2,283
2299
$574K ﹤0.01%
2,181
-7
2300
$574K ﹤0.01%
25,921
+3,722
90 91
92
93 94