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
2426
$507K ﹤0.01%
5,196
+1,564
2427
$507K ﹤0.01%
1,594
-48
2428
$506K ﹤0.01%
46,613
+19,698
2429
$505K ﹤0.01%
47,227
+8,557
2430
$505K ﹤0.01%
5,780
-2,522
2431
$504K ﹤0.01%
15,290
-6,732
2432
$503K ﹤0.01%
3,968
+175
2433
$503K ﹤0.01%
+9,505
2434
$503K ﹤0.01%
20,196
-100
2435
$503K ﹤0.01%
66,755
-179
2436
$500K ﹤0.01%
15,138
-261
2437
$498K ﹤0.01%
20,682
-1,507
2438
$498K ﹤0.01%
3,256
+155
2439
$498K ﹤0.01%
42,833
-2,564
2440
$497K ﹤0.01%
5,681
-511
2441
$497K ﹤0.01%
6,703
+522
2442
$497K ﹤0.01%
5,175
-848
2443
$497K ﹤0.01%
54,669
+4,661
2444
$497K ﹤0.01%
7,333
+60
2445
$496K ﹤0.01%
8,405
-2,617
2446
$496K ﹤0.01%
13,814
+437
2447
$496K ﹤0.01%
21,061
2448
$495K ﹤0.01%
6,830
+13
2449
$495K ﹤0.01%
16,469
-215
2450
$495K ﹤0.01%
14,598
+3,294
96 97
98
99 100