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
2351
$546K ﹤0.01%
4,651
+301
2352
$546K ﹤0.01%
3,688
-549
2353
$546K ﹤0.01%
15,983
-89
2354
$545K ﹤0.01%
27,415
-18,496
2355
$544K ﹤0.01%
3,206
+140
2356
$544K ﹤0.01%
3,393
+657
2357
$544K ﹤0.01%
21,581
-8,813
2358
$544K ﹤0.01%
7,361
-565
2359
$544K ﹤0.01%
24,181
-576
2360
$543K ﹤0.01%
12,872
+2,645
2361
$543K ﹤0.01%
10,640
-2,352
2362
$543K ﹤0.01%
100,806
-44,898
2363
$542K ﹤0.01%
2,028
+261
2364
$541K ﹤0.01%
5,766
+245
2365
$541K ﹤0.01%
10,764
-4,682
2366
$541K ﹤0.01%
18,496
+5,275
2367
$540K ﹤0.01%
10,760
+342
2368
$538K ﹤0.01%
24,052
-1,625
2369
$538K ﹤0.01%
16,943
+1,651
2370
$536K ﹤0.01%
188,530
+69,177
2371
$536K ﹤0.01%
19,742
-16
2372
$536K ﹤0.01%
1,885
-62
2373
$535K ﹤0.01%
4,886
+39
2374
$535K ﹤0.01%
12,554
-4,043
2375
$534K ﹤0.01%
49,765
+6,029
93 94
95
96 97