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
526
$9.03M 0.03%
464,915
+48,252
527
$9.03M 0.03%
55,419
-6,381
528
$9M 0.03%
200,534
-15,239
529
$8.99M 0.03%
98,849
-125,123
530
$8.98M 0.03%
42,251
-4,579
531
$8.96M 0.03%
459,677
+65,177
532
$8.92M 0.03%
109,803
+69,847
533
$8.9M 0.03%
221,836
-25,846
534
$8.89M 0.03%
471,340
-74,026
535
$8.87M 0.03%
37,785
-5,398
536
$8.86M 0.03%
297,550
-15,430
537
$8.84M 0.03%
249,071
+33,443
538
$8.82M 0.03%
101,327
+9,250
539
$8.79M 0.03%
98,680
-21,449
540
$8.74M 0.03%
106,724
+4,346
541
$8.73M 0.03%
304,362
+3,169
542
$8.71M 0.03%
160,496
-15,713
543
$8.64M 0.03%
20,646
+2,007
544
$8.63M 0.03%
27,294
+729
545
$8.63M 0.03%
110,322
+4,021
546
$8.61M 0.03%
157,467
-12,950
547
$8.61M 0.03%
131,692
-6,190
548
$8.61M 0.03%
+337,901
549
$8.54M 0.03%
431,123
+6,333
550
$8.53M 0.03%
101,382
+47,012
20 21
22
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