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
676
$6.3M 0.02%
153,128
-49,992
677
$6.3M 0.02%
53,628
+760
678
$6.3M 0.02%
240,755
-7,322
679
$6.28M 0.02%
62,967
-28,290
680
$6.27M 0.02%
167,568
+24,811
681
$6.26M 0.02%
435,534
-24,127
682
$6.24M 0.02%
241,366
+24,512
683
$6.22M 0.02%
816,985
+12,392
684
$6.21M 0.02%
255,752
+33,000
685
$6.2M 0.02%
338,949
+27,963
686
$6.2M 0.02%
44,357
-4,112
687
$6.2M 0.02%
279,859
+15,119
688
$6.17M 0.02%
131,772
+79,953
689
$6.16M 0.02%
50,645
-1,922
690
$6.15M 0.02%
59,993
+13,717
691
$6.12M 0.02%
42,493
+22,370
692
$6.1M 0.02%
258,814
+156,595
693
$6.1M 0.02%
313,054
-5,004
694
$6.07M 0.02%
112,017
+1,168
695
$6.07M 0.02%
199,174
-28,586
696
$6.05M 0.02%
102,380
+33,021
697
$6.02M 0.02%
121,924
+60,340
698
$6.02M 0.02%
115,427
+5,774
699
$6.01M 0.02%
248,549
-29,112
700
$6.01M 0.02%
20,059
+407
26 27
28
29 30