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
451
$11.1M 0.04%
196,836
+26,466
452
$11M 0.04%
19,374
-1,931
453
$11M 0.04%
52,244
+6,227
454
$11M 0.04%
87,736
+3,620
455
$10.9M 0.04%
551,708
-26,346
456
$10.9M 0.04%
103,343
+2,915
457
$10.9M 0.04%
88,935
+4,429
458
$10.9M 0.04%
94,335
-16,773
459
$10.8M 0.04%
223,221
-82,234
460
$10.7M 0.04%
440,382
-126,128
461
$10.7M 0.04%
42,094
-467
462
$10.7M 0.04%
262,155
-59,300
463
$10.7M 0.04%
366,754
-2,136
464
$10.7M 0.04%
102,123
+4,697
465
$10.6M 0.04%
846,848
-328,227
466
$10.6M 0.04%
89,878
+2,954
467
$10.6M 0.04%
47,221
+6,570
468
$10.6M 0.04%
311,105
+167,947
469
$10.6M 0.04%
918,584
+44,417
470
$10.6M 0.04%
140,180
+18,824
471
$10.6M 0.04%
37,925
+1,209
472
$10.5M 0.04%
113,784
+43,784
473
$10.5M 0.04%
132,660
+8,430
474
$10.4M 0.03%
460,371
+127,335
475
$10.4M 0.03%
100,400
+20,191
17 18
19
20 21