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
501
$9.75M 0.03%
42,002
-1,223
502
$9.59M 0.03%
109,895
+8,815
503
$9.57M 0.03%
200,027
-6,476
504
$9.56M 0.03%
92,454
-4,321
505
$9.53M 0.03%
79,845
+7,628
506
$9.5M 0.03%
165,623
+1,356
507
$9.5M 0.03%
20,242
+407
508
$9.47M 0.03%
85,910
+2,704
509
$9.46M 0.03%
143,087
+1,838
510
$9.45M 0.03%
203,417
+11,404
511
$9.42M 0.03%
306,428
+545
512
$9.39M 0.03%
99,806
-511
513
$9.38M 0.03%
194,247
-88,965
514
$9.35M 0.03%
284,606
-3,275
515
$9.35M 0.03%
14,700
-2,080
516
$9.34M 0.03%
14,865
+366
517
$9.33M 0.03%
48,376
-563
518
$9.33M 0.03%
319,376
-29,138
519
$9.29M 0.03%
222,219
+4,073
520
$9.22M 0.03%
220,040
+4,916
521
$9.22M 0.03%
355,619
+36,247
522
$9.17M 0.03%
67,720
+3,021
523
$9.15M 0.03%
69,230
+518
524
$9.13M 0.03%
112,614
+29,033
525
$9.08M 0.03%
197,604
+8,010
19 20
21
22 23