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
726
$5.74M 0.02%
195,912
+15,629
727
$5.72M 0.02%
64,219
-11,102
728
$5.72M 0.02%
351,454
+4,795
729
$5.71M 0.02%
204,906
+45,967
730
$5.69M 0.02%
26,478
+2,974
731
$5.68M 0.02%
+225,026
732
$5.68M 0.02%
389,253
-1,661
733
$5.67M 0.02%
67,841
+10,959
734
$5.67M 0.02%
218,425
+45,605
735
$5.66M 0.02%
435,880
+126,150
736
$5.66M 0.02%
470,244
-4,598
737
$5.65M 0.02%
66,911
+13,848
738
$5.65M 0.02%
274,733
+24,745
739
$5.64M 0.02%
105,925
+4,367
740
$5.64M 0.02%
25,513
+236
741
$5.63M 0.02%
149,589
+27,230
742
$5.63M 0.02%
57,493
+7,718
743
$5.61M 0.02%
17,327
-3,839
744
$5.61M 0.02%
28,533
+410
745
$5.61M 0.02%
14,658
+210
746
$5.57M 0.02%
222,458
+28,796
747
$5.56M 0.02%
72,412
+8,480
748
$5.55M 0.02%
63,932
+3,971
749
$5.55M 0.02%
59,220
-1,376
750
$5.54M 0.02%
9,367
+7,594
28 29
30
31 32