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
601
$7.63M 0.03%
54,383
+398
602
$7.58M 0.03%
93,926
+188
603
$7.57M 0.03%
462,593
+87,243
604
$7.56M 0.03%
590,591
+26,141
605
$7.53M 0.03%
173,963
-23,593
606
$7.52M 0.03%
42,420
-2,756
607
$7.5M 0.03%
145,136
-1,138
608
$7.5M 0.03%
148,902
-190,732
609
$7.45M 0.02%
109,706
+13,720
610
$7.42M 0.02%
5,853
+4,303
611
$7.41M 0.02%
155,190
+10,129
612
$7.41M 0.02%
56,756
+53,257
613
$7.41M 0.02%
65,201
+460
614
$7.38M 0.02%
126,630
-20,477
615
$7.38M 0.02%
281,732
+15,562
616
$7.36M 0.02%
40,103
-1,853
617
$7.35M 0.02%
44,521
+7,822
618
$7.33M 0.02%
190,769
+40,191
619
$7.25M 0.02%
162,709
+5,655
620
$7.22M 0.02%
2,255
-41
621
$7.18M 0.02%
157,360
+4,463
622
$7.17M 0.02%
62,296
-17,068
623
$7.16M 0.02%
18,064
-332
624
$7.13M 0.02%
141,187
-49,449
625
$7.12M 0.02%
199,821
+30,327
23 24
25
26 27