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
476
$10.4M 0.03%
176,953
+44,048
477
$10.3M 0.03%
328,785
+51,813
478
$10.3M 0.03%
180,227
+7,862
479
$10.3M 0.03%
905,919
-6,955
480
$10.3M 0.03%
496,026
+40,136
481
$10.3M 0.03%
74,607
-43,367
482
$10.3M 0.03%
188,394
+113,229
483
$10.2M 0.03%
16,212
-4,107
484
$10.2M 0.03%
104,927
+52,060
485
$10.1M 0.03%
198,470
+56,105
486
$10.1M 0.03%
201,777
-19,065
487
$10.1M 0.03%
173,268
-13,489
488
$10.1M 0.03%
132,694
-5,618
489
$10.1M 0.03%
143,254
-1,430
490
$10M 0.03%
499,101
+93,506
491
$10M 0.03%
193,885
+5,126
492
$9.98M 0.03%
21,595
-1,680
493
$9.97M 0.03%
209,827
+2,921
494
$9.87M 0.03%
91,669
-1,317
495
$9.86M 0.03%
116,269
+39,283
496
$9.83M 0.03%
90,492
-71,283
497
$9.82M 0.03%
70,413
-1,500
498
$9.79M 0.03%
265,262
-7,167
499
$9.79M 0.03%
197,205
-19,592
500
$9.76M 0.03%
77,179
+57,839
18 19
20
21 22