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
701
$5.99M 0.02%
56,806
-6,017
702
$5.99M 0.02%
148,002
+9,015
703
$5.97M 0.02%
205,763
-54,962
704
$5.96M 0.02%
205,392
-7,875
705
$5.96M 0.02%
185,959
+78,072
706
$5.96M 0.02%
66,493
-293
707
$5.95M 0.02%
186,261
-674
708
$5.94M 0.02%
98,126
-25,312
709
$5.94M 0.02%
123,008
+16,960
710
$5.94M 0.02%
32,494
-796
711
$5.93M 0.02%
87,328
+62,255
712
$5.93M 0.02%
277,452
+27,848
713
$5.92M 0.02%
183,568
+50,044
714
$5.89M 0.02%
65,402
-5,726
715
$5.85M 0.02%
243,273
-23,611
716
$5.85M 0.02%
62,660
+47,269
717
$5.84M 0.02%
198,077
+3,221
718
$5.83M 0.02%
88,999
-3,475
719
$5.79M 0.02%
76,061
+15,352
720
$5.79M 0.02%
24,045
-446
721
$5.79M 0.02%
132,144
-16,393
722
$5.78M 0.02%
62,604
+15,260
723
$5.77M 0.02%
171,299
-1,413
724
$5.75M 0.02%
99,276
+15,151
725
$5.75M 0.02%
75,390
+8,649
27 28
29
30 31