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
626
$7.11M 0.02%
+254,901
627
$7.09M 0.02%
59,359
+13,955
628
$7.08M 0.02%
68,041
-4,929
629
$7.07M 0.02%
34,257
+5,707
630
$7.04M 0.02%
78,888
-5,903
631
$7.02M 0.02%
279,480
+44,639
632
$7.02M 0.02%
469,395
-10,269
633
$7.02M 0.02%
278,335
+12,068
634
$7.01M 0.02%
184,208
-12,253
635
$6.92M 0.02%
85,486
-490
636
$6.92M 0.02%
102,214
-45,136
637
$6.92M 0.02%
92,904
+14,324
638
$6.84M 0.02%
23,783
+2,178
639
$6.84M 0.02%
448,362
-17,139
640
$6.83M 0.02%
88,168
-387
641
$6.78M 0.02%
334,385
+29,448
642
$6.77M 0.02%
74,120
+3,617
643
$6.77M 0.02%
125,013
-9,460
644
$6.76M 0.02%
28,846
-401
645
$6.74M 0.02%
41,520
-6,996
646
$6.72M 0.02%
3,950
+156
647
$6.71M 0.02%
107,429
-7,447
648
$6.67M 0.02%
199,819
-12,851
649
$6.66M 0.02%
138,277
+7,264
650
$6.64M 0.02%
227,470
+25,233
24 25
26
27 28