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
2326
$557K ﹤0.01%
13,703
+3
2327
$556K ﹤0.01%
5,068
-75
2328
$555K ﹤0.01%
27,765
+4,854
2329
$555K ﹤0.01%
8,437
-91
2330
$555K ﹤0.01%
15,096
-35,244
2331
$554K ﹤0.01%
4,243
+250
2332
$554K ﹤0.01%
9,149
-446
2333
$554K ﹤0.01%
20,035
2334
$553K ﹤0.01%
16,825
-1,399
2335
$553K ﹤0.01%
36,439
+398
2336
$552K ﹤0.01%
8,000
-252
2337
$551K ﹤0.01%
20,762
-541
2338
$551K ﹤0.01%
4,289
-295
2339
$551K ﹤0.01%
42,558
+143
2340
$551K ﹤0.01%
+15,456
2341
$551K ﹤0.01%
11,936
-24
2342
$550K ﹤0.01%
+22,286
2343
$550K ﹤0.01%
46,927
-8,109
2344
$548K ﹤0.01%
4,099
-15,456
2345
$548K ﹤0.01%
6,056
-677
2346
$547K ﹤0.01%
6,475
-604
2347
$547K ﹤0.01%
60,409
+4,866
2348
$547K ﹤0.01%
8,303
+75
2349
$547K ﹤0.01%
22,564
+557
2350
$547K ﹤0.01%
76,460
+4,749
92 93
94
95 96