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
351
$15.4M 0.05%
180,826
+152
352
$15.4M 0.05%
512,953
+6,749
353
$15.3M 0.05%
300,843
+48,819
354
$15.3M 0.05%
361,175
+18,701
355
$15.3M 0.05%
598,024
-16,386
356
$15.2M 0.05%
406,845
-11,928
357
$15.2M 0.05%
287,177
+16,367
358
$15.2M 0.05%
127,315
+1,002
359
$15.2M 0.05%
585,883
+15,511
360
$15.1M 0.05%
144,111
-1,588
361
$15.1M 0.05%
54,543
+3,645
362
$15.1M 0.05%
373,325
-19,965
363
$15.1M 0.05%
279,507
+15,852
364
$14.9M 0.05%
100,646
+903
365
$14.8M 0.05%
1,499,635
-78,522
366
$14.8M 0.05%
125,670
-2,106
367
$14.7M 0.05%
339,804
+16,494
368
$14.7M 0.05%
432,358
-284,794
369
$14.6M 0.05%
49,889
+1,282
370
$14.6M 0.05%
51,841
-4,009
371
$14.5M 0.05%
85,862
-3,229
372
$14.5M 0.05%
266,677
+14,363
373
$14.5M 0.05%
119,740
+6,274
374
$14.4M 0.05%
237,553
-6,432
375
$14.4M 0.05%
484,284
+80,683
13 14
15
16 17