Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$29.9B
AUM Growth
+$528M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,654
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$47.9M
3
+$34.5M
4
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$34.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$26M

Top Sells

1
+$39.1M
2
+$34.9M
3
+$25M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$23.2M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$22M

Sector Composition

1 Technology 12.16%
2 Financials 5.03%
3 Consumer Discretionary 4.21%
4 Healthcare 2.85%
5 Communication Services 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$25.2M 0.08%
323,509
-3,385
227
$25.2M 0.08%
1,425,555
-33,223
228
$25M 0.08%
436,575
-1,742
229
$24.9M 0.08%
244,716
-16,859
230
$24.9M 0.08%
391,789
+8,932
231
$24.8M 0.08%
385,304
+23,760
232
$24.5M 0.08%
73,881
-5,638
233
$24.4M 0.08%
213,045
+9,255
234
$24.4M 0.08%
130,107
+4,000
235
$24.3M 0.08%
985,182
+46,070
236
$24.2M 0.08%
114,582
-109,627
237
$24.2M 0.08%
281,703
-5,055
238
$24.1M 0.08%
1,040,393
-151,409
239
$24.1M 0.08%
359,146
+71,423
240
$23.9M 0.08%
1,158,013
+34,139
241
$23.7M 0.08%
413,322
+43,816
242
$23.7M 0.08%
117,444
+2,353
243
$23.6M 0.08%
300,620
-760
244
$23.6M 0.08%
169,080
+10,854
245
$23.6M 0.08%
127,226
+300
246
$23.5M 0.08%
253,707
+14,041
247
$23.2M 0.08%
233,001
-19,318
248
$23M 0.08%
4,626
-1,060
249
$23M 0.08%
931,686
-123,262
250
$22.8M 0.08%
303,870
-2,374
8 9
10
11 12