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
651
$6.64M 0.02%
84,161
+3,229
652
$6.63M 0.02%
751,241
-119,417
653
$6.61M 0.02%
160,305
+26,849
654
$6.6M 0.02%
108,695
+44,512
655
$6.58M 0.02%
44,302
+2,099
656
$6.58M 0.02%
96,391
-3,653
657
$6.58M 0.02%
72,933
+940
658
$6.57M 0.02%
231,316
-59,109
659
$6.57M 0.02%
263,520
-11,369
660
$6.56M 0.02%
72,629
+4,220
661
$6.56M 0.02%
84,686
-1,874
662
$6.54M 0.02%
472,049
+24,940
663
$6.54M 0.02%
150,450
-4,977
664
$6.5M 0.02%
96,271
-7,263
665
$6.49M 0.02%
260,273
-17,552
666
$6.47M 0.02%
98,771
+64,263
667
$6.46M 0.02%
305,655
+301
668
$6.46M 0.02%
10,865
+691
669
$6.45M 0.02%
156,605
+109,881
670
$6.4M 0.02%
272,187
+49,814
671
$6.38M 0.02%
19,096
+1,233
672
$6.37M 0.02%
1,612,129
+139,345
673
$6.36M 0.02%
54,927
-25,033
674
$6.35M 0.02%
278,637
-42,394
675
$6.32M 0.02%
75,968
+1,573
25 26
27
28 29