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
751
$5.54M 0.02%
141,649
-712
752
$5.52M 0.02%
263,869
-5,559
753
$5.51M 0.02%
184,893
-115,447
754
$5.51M 0.02%
83,776
+462
755
$5.5M 0.02%
251,130
+123,125
756
$5.5M 0.02%
180,628
+170,582
757
$5.49M 0.02%
126,983
+9,262
758
$5.48M 0.02%
149,201
-37,559
759
$5.47M 0.02%
+56,872
760
$5.47M 0.02%
42,307
+5,264
761
$5.46M 0.02%
106,556
+71,810
762
$5.43M 0.02%
239,125
-9,354
763
$5.43M 0.02%
198,256
-161,251
764
$5.4M 0.02%
586,628
+116,473
765
$5.37M 0.02%
78,100
-5,639
766
$5.36M 0.02%
28,730
-54
767
$5.35M 0.02%
23,595
+1,127
768
$5.35M 0.02%
145,412
-26,181
769
$5.35M 0.02%
33,860
+1,390
770
$5.33M 0.02%
75,081
-32,031
771
$5.32M 0.02%
90,415
-3,660
772
$5.31M 0.02%
55,608
-11,136
773
$5.31M 0.02%
62,449
+23,078
774
$5.28M 0.02%
97,574
-76,492
775
$5.28M 0.02%
114,936
-28,484
29 30
31
32 33