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
51
$94.6M 0.32%
402,074
-54,271
52
$93.3M 0.31%
2,508,892
+233,367
53
$92M 0.31%
147,969
+3,173
54
$90.9M 0.3%
233,779
+5,050
55
$90.7M 0.3%
377,332
+57,930
56
$88.3M 0.29%
2,897,183
-66,825
57
$87M 0.29%
489,811
-5,260
58
$86.1M 0.29%
928,301
+83,328
59
$83.8M 0.28%
726,948
+101,212
60
$82.8M 0.28%
2,971,333
+451,721
61
$80.4M 0.27%
625,381
-22,625
62
$76.5M 0.26%
2,133,057
+322,315
63
$75.3M 0.25%
683,441
-156,365
64
$75.2M 0.25%
84,359
+1,789
65
$75.1M 0.25%
1,480,370
+361,899
66
$74.5M 0.25%
282,184
+1,973
67
$74.1M 0.25%
335,461
+76,749
68
$73.2M 0.24%
1,663,748
-214,816
69
$72.8M 0.24%
1,447,452
+8,150
70
$72.2M 0.24%
1,654,142
+24,361
71
$72.1M 0.24%
1,025,860
+26,542
72
$71.1M 0.24%
3,067,870
-51,821
73
$70.3M 0.23%
2,009,096
+207,138
74
$69.2M 0.23%
362,416
+41,120
75
$69M 0.23%
476,163
+11,290
1 2
3
4 5