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
551
$8.53M 0.03%
170,753
+13,872
552
$8.53M 0.03%
142,750
-3,253
553
$8.51M 0.03%
403,947
-27,956
554
$8.45M 0.03%
80,690
+16,239
555
$8.43M 0.03%
38,190
-25,699
556
$8.42M 0.03%
111,269
-14,100
557
$8.42M 0.03%
155,497
+48,852
558
$8.4M 0.03%
226,341
+23,994
559
$8.36M 0.03%
66,926
-41,090
560
$8.36M 0.03%
175,892
+32,721
561
$8.36M 0.03%
86,838
-2,890
562
$8.34M 0.03%
264,168
+167,057
563
$8.3M 0.03%
130,240
-17,300
564
$8.29M 0.03%
152,209
-5,517
565
$8.29M 0.03%
71,032
-1,174
566
$8.28M 0.03%
200,738
+15,869
567
$8.27M 0.03%
404,263
-57,116
568
$8.26M 0.03%
228,988
+8,679
569
$8.26M 0.03%
399,938
+181,604
570
$8.26M 0.03%
67,360
-126
571
$8.25M 0.03%
29,863
+2,277
572
$8.24M 0.03%
308,670
+113,673
573
$8.19M 0.03%
250,257
+4,137
574
$8.14M 0.03%
139,042
+1,695
575
$8.06M 0.03%
128,690
-15,145
21 22
23
24 25