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
26
$143M 0.48%
596,971
-5,414
27
$133M 0.45%
2,257,151
+168,845
28
$131M 0.44%
540,080
-9,486
29
$129M 0.43%
1,335,559
+40,959
30
$125M 0.42%
1,159,246
-6,708
31
$124M 0.41%
1,798,653
+159,260
32
$123M 0.41%
1,387,572
-74,437
33
$123M 0.41%
159,203
-5,631
34
$122M 0.41%
1,332,775
+93,647
35
$121M 0.41%
2,538,600
+21,099
36
$120M 0.4%
1,200,856
+343,729
37
$119M 0.4%
676,391
+18,848
38
$115M 0.39%
365,055
-9,395
39
$114M 0.38%
124,596
+1,337
40
$114M 0.38%
489,994
-107,501
41
$113M 0.38%
1,970,127
+23,120
42
$113M 0.38%
1,247,501
+68,946
43
$110M 0.37%
858,694
+54,532
44
$108M 0.36%
645,252
+13,737
45
$106M 0.35%
559,197
-8,261
46
$104M 0.35%
1,025,189
+29,543
47
$102M 0.34%
574,129
-33,915
48
$101M 0.34%
1,313,084
-2,379
49
$96.7M 0.32%
1,101,673
+52,070
50
$96.7M 0.32%
1,278,991
+12,762
1
2
3 4 5