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
376
$14.2M 0.05%
343,664
+32,364
377
$14.2M 0.05%
191,994
-19,249
378
$14.2M 0.05%
185,151
-6,538
379
$14.1M 0.05%
358,944
-135,551
380
$14.1M 0.05%
234,267
+77,935
381
$14.1M 0.05%
152,243
+16,375
382
$14M 0.05%
270,024
+32,381
383
$14M 0.05%
137,485
-3,253
384
$14M 0.05%
84,190
+5,529
385
$13.9M 0.05%
344,794
+25,932
386
$13.8M 0.05%
117,779
+8,814
387
$13.8M 0.05%
502,488
-29,163
388
$13.7M 0.05%
304,020
+12,366
389
$13.7M 0.05%
136,449
+2,594
390
$13.7M 0.05%
218,365
+31,783
391
$13.6M 0.05%
245,189
-1,419
392
$13.6M 0.05%
326,299
-34,864
393
$13.6M 0.05%
19,300
-1,878
394
$13.6M 0.05%
177,392
+58,063
395
$13.5M 0.05%
728,701
-183,643
396
$13.4M 0.04%
576,193
+2,005
397
$13.3M 0.04%
443,919
+27,525
398
$13.3M 0.04%
431,493
+88,715
399
$13.2M 0.04%
62,803
-531
400
$13.2M 0.04%
270,570
+8,349
14 15
16
17 18