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
2451
$495K ﹤0.01%
24,382
+140
2452
$495K ﹤0.01%
+9,255
2453
$495K ﹤0.01%
24,272
-107
2454
$494K ﹤0.01%
25,555
+157
2455
$494K ﹤0.01%
32,354
+2,759
2456
$493K ﹤0.01%
23,751
+8,042
2457
$493K ﹤0.01%
21,421
-345
2458
$492K ﹤0.01%
76,672
+10,313
2459
$489K ﹤0.01%
16,181
-376
2460
$488K ﹤0.01%
+11,125
2461
$488K ﹤0.01%
+2,025
2462
$488K ﹤0.01%
47,885
+1,090
2463
$487K ﹤0.01%
14,002
-2,300
2464
$486K ﹤0.01%
5,921
-175
2465
$485K ﹤0.01%
24,669
+8,743
2466
$485K ﹤0.01%
3,367
+295
2467
$484K ﹤0.01%
25,166
-1,090
2468
$484K ﹤0.01%
+19,968
2469
$484K ﹤0.01%
168,009
+47,054
2470
$483K ﹤0.01%
9,666
-712
2471
$483K ﹤0.01%
13,043
-1,430
2472
$483K ﹤0.01%
8,946
-36
2473
$483K ﹤0.01%
3,108
+748
2474
$483K ﹤0.01%
16,222
+4,873
2475
$482K ﹤0.01%
7,935
-131
97 98
99
100 101