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
776
$5.27M 0.02%
69,180
-4,859
777
$5.27M 0.02%
145,085
-28,694
778
$5.27M 0.02%
68,910
-5,582
779
$5.27M 0.02%
48,394
+39,015
780
$5.26M 0.02%
39,422
+430
781
$5.25M 0.02%
10,172
+1,237
782
$5.24M 0.02%
135,606
+9,766
783
$5.23M 0.02%
260,269
+20,239
784
$5.22M 0.02%
453,293
+30,605
785
$5.22M 0.02%
59,827
-1,342
786
$5.22M 0.02%
30,134
+4,185
787
$5.22M 0.02%
31,407
+6,482
788
$5.22M 0.02%
66,046
+4,673
789
$5.2M 0.02%
137,578
+32,997
790
$5.19M 0.02%
15,293
+213
791
$5.18M 0.02%
122,637
-36,092
792
$5.16M 0.02%
100,338
-3,422
793
$5.13M 0.02%
198,579
-5,299
794
$5.12M 0.02%
136,558
-2,132
795
$5.12M 0.02%
74,775
+2,253
796
$5.11M 0.02%
147,620
+82,705
797
$5.1M 0.02%
132,519
-4,457
798
$5.1M 0.02%
4,839
-134
799
$5.09M 0.02%
44,209
-412
800
$5.07M 0.02%
106,094
+59,109
30 31
32
33 34