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
251
$22.8M 0.08%
460,175
+15,931
252
$22.8M 0.08%
507,069
+108,077
253
$22.6M 0.08%
178,113
+51,641
254
$22.5M 0.08%
447,593
+27,017
255
$22.5M 0.08%
92,361
+6,472
256
$22.4M 0.07%
99,855
+2,591
257
$22.1M 0.07%
1,008,411
+42,440
258
$22M 0.07%
222,189
+39,755
259
$22M 0.07%
83,508
-3,498
260
$22M 0.07%
135,708
-14,373
261
$22M 0.07%
451,040
-2,994
262
$21.8M 0.07%
1,197,506
+59,160
263
$21.8M 0.07%
37,996
+1,423
264
$21.5M 0.07%
201,173
+50,185
265
$21.5M 0.07%
683,449
-20,638
266
$21.4M 0.07%
681,840
+24,779
267
$21.3M 0.07%
569,424
-33,357
268
$21.2M 0.07%
432,859
+7,356
269
$21M 0.07%
128,984
-5,793
270
$21M 0.07%
159,637
+16,019
271
$20.8M 0.07%
180,301
-21,023
272
$20.7M 0.07%
279,805
-9,397
273
$20.6M 0.07%
343,039
-3,223
274
$20.6M 0.07%
212,504
+13,701
275
$20.5M 0.07%
198,309
+42,554
9 10
11
12 13