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
401
$13.2M 0.04%
39,982
+221
402
$13.1M 0.04%
514,006
+38,478
403
$13M 0.04%
122,873
+53,881
404
$13M 0.04%
89,137
+6,836
405
$12.9M 0.04%
104,910
-14,562
406
$12.9M 0.04%
515,416
-253,585
407
$12.9M 0.04%
279,210
-38,009
408
$12.8M 0.04%
34,021
+98
409
$12.8M 0.04%
141,219
-33,662
410
$12.8M 0.04%
196,073
+17,754
411
$12.8M 0.04%
105,130
+1,842
412
$12.7M 0.04%
43,811
+2,792
413
$12.7M 0.04%
94,001
+7,052
414
$12.7M 0.04%
533,508
+11,844
415
$12.7M 0.04%
262,995
+5,428
416
$12.6M 0.04%
18,207
-833
417
$12.5M 0.04%
252,337
+120,279
418
$12.5M 0.04%
113,017
-4,238
419
$12.5M 0.04%
478,622
+65,804
420
$12.4M 0.04%
188,979
-17,695
421
$12.4M 0.04%
118,047
+5,372
422
$12.4M 0.04%
111,843
-13,336
423
$12.1M 0.04%
102,497
+939
424
$12.1M 0.04%
151,661
-35,567
425
$12M 0.04%
117,681
+14,960
15 16
17
18 19