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
2376
$534K ﹤0.01%
24,514
+5,161
2377
$534K ﹤0.01%
15,579
+7,477
2378
$533K ﹤0.01%
51,771
-5,652
2379
$533K ﹤0.01%
10,123
-6,405
2380
$532K ﹤0.01%
4,671
+1,096
2381
$532K ﹤0.01%
26,276
+2,275
2382
$530K ﹤0.01%
2,138
+314
2383
$529K ﹤0.01%
24,114
-2,491
2384
$529K ﹤0.01%
34,018
-8,926
2385
$529K ﹤0.01%
13,227
+1,363
2386
$529K ﹤0.01%
15,577
+2,815
2387
$528K ﹤0.01%
8,085
+1,251
2388
$528K ﹤0.01%
9,969
-56,801
2389
$528K ﹤0.01%
13,850
+8,245
2390
$527K ﹤0.01%
4,081
-197
2391
$527K ﹤0.01%
1,609
+130
2392
$526K ﹤0.01%
16,208
+43
2393
$525K ﹤0.01%
13,963
-8,415
2394
$525K ﹤0.01%
5,957
+3,642
2395
$525K ﹤0.01%
3,280
+511
2396
$524K ﹤0.01%
3,828
+389
2397
$524K ﹤0.01%
+14,797
2398
$522K ﹤0.01%
401,491
+86,704
2399
$521K ﹤0.01%
28,330
+631
2400
$521K ﹤0.01%
7,404
+1,926
94 95
96
97 98