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
276
$20.4M 0.07%
393,194
-128,663
277
$20.3M 0.07%
467,085
+4,183
278
$20.3M 0.07%
628,578
-668
279
$20.2M 0.07%
189,776
-44,298
280
$20.1M 0.07%
258,014
-27,443
281
$20.1M 0.07%
402,679
+44,238
282
$20M 0.07%
282,158
-187,601
283
$19.9M 0.07%
519,509
+126,885
284
$19.7M 0.07%
281,367
-24,732
285
$19.7M 0.07%
386,856
-3,314
286
$19.5M 0.07%
704,399
-6,301
287
$19.5M 0.07%
37,463
+4,045
288
$19.4M 0.06%
150,585
-9,905
289
$19.3M 0.06%
490,188
+1,193
290
$19.3M 0.06%
884,076
-29,365
291
$19.2M 0.06%
145,751
+2,458
292
$19.1M 0.06%
243,887
+14,769
293
$19M 0.06%
429,294
-18,050
294
$19M 0.06%
911,128
+146,327
295
$18.9M 0.06%
115,867
-42,594
296
$18.9M 0.06%
755,866
-26,715
297
$18.9M 0.06%
18,397
+951
298
$18.8M 0.06%
198,913
+74,331
299
$18.8M 0.06%
338,661
+16,278
300
$18.8M 0.06%
187,490
+54,220
10 11
12
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