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
576
$8.06M 0.03%
107,810
-35,184
577
$7.99M 0.03%
139,008
-293
578
$7.98M 0.03%
172,378
-8,212
579
$7.98M 0.03%
26,552
+1,933
580
$7.97M 0.03%
51,610
+14,674
581
$7.93M 0.03%
85,220
+28,134
582
$7.92M 0.03%
34,343
-2,119
583
$7.91M 0.03%
370,806
+1,162
584
$7.85M 0.03%
518,404
+3,897
585
$7.85M 0.03%
171,578
+9,382
586
$7.83M 0.03%
148,833
-53,483
587
$7.83M 0.03%
174,418
-85,437
588
$7.82M 0.03%
73,968
-2,338
589
$7.79M 0.03%
185,208
-2,669
590
$7.78M 0.03%
396,279
+356,884
591
$7.78M 0.03%
214,540
+154,726
592
$7.77M 0.03%
95,200
+21,038
593
$7.76M 0.03%
60,824
+13,985
594
$7.76M 0.03%
126,879
+1,172
595
$7.74M 0.03%
89,660
+43,113
596
$7.71M 0.03%
289,341
+26,369
597
$7.68M 0.03%
+319,230
598
$7.67M 0.03%
180,018
+24,445
599
$7.65M 0.03%
30,796
+6,080
600
$7.64M 0.03%
546,195
+9,662
22 23
24
25 26