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
2301
$573K ﹤0.01%
8,599
-2,659
2302
$572K ﹤0.01%
21,277
+731
2303
$571K ﹤0.01%
15,951
+7,306
2304
$571K ﹤0.01%
29,062
-248
2305
$570K ﹤0.01%
31,351
-948
2306
$570K ﹤0.01%
15,639
-1,987
2307
$570K ﹤0.01%
39,368
+2,560
2308
$569K ﹤0.01%
7,508
+332
2309
$567K ﹤0.01%
29,741
+1,454
2310
$567K ﹤0.01%
23,921
-2,864
2311
$566K ﹤0.01%
14,409
-499
2312
$565K ﹤0.01%
72,216
-3,465
2313
$565K ﹤0.01%
23,265
+1,121
2314
$565K ﹤0.01%
18,448
-1,447
2315
$563K ﹤0.01%
14,888
-18,616
2316
$563K ﹤0.01%
+16,113
2317
$563K ﹤0.01%
49,336
+2,251
2318
$563K ﹤0.01%
8,058
-193
2319
$561K ﹤0.01%
+15,086
2320
$561K ﹤0.01%
8,034
-290
2321
$560K ﹤0.01%
67,177
-2,328
2322
$560K ﹤0.01%
6,985
-290
2323
$559K ﹤0.01%
+612,412
2324
$558K ﹤0.01%
13,973
-2,501
2325
$557K ﹤0.01%
+7,381
91 92
93
94 95