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
801
$5.07M 0.02%
12,581
-1,936
802
$5.05M 0.02%
28,307
-941
803
$5.04M 0.02%
5,350
-51
804
$5.03M 0.02%
98,413
+2,167
805
$5.01M 0.02%
331,637
-17,146
806
$4.99M 0.02%
+198,716
807
$4.98M 0.02%
151,582
+19,350
808
$4.95M 0.02%
61,816
+4,476
809
$4.93M 0.02%
86,943
-4,321
810
$4.91M 0.02%
131,983
-14,824
811
$4.89M 0.02%
63,297
-1,126
812
$4.89M 0.02%
28,376
+43
813
$4.88M 0.02%
98,795
-13,726
814
$4.88M 0.02%
71,072
+32,638
815
$4.86M 0.02%
39,037
+2,007
816
$4.86M 0.02%
104,784
+43,922
817
$4.84M 0.02%
38,085
+348
818
$4.84M 0.02%
135,221
-6,504
819
$4.83M 0.02%
118,006
-35,932
820
$4.83M 0.02%
27,386
+1,984
821
$4.8M 0.02%
106,571
+13,041
822
$4.8M 0.02%
114,013
-14,411
823
$4.8M 0.02%
52,874
-15,725
824
$4.78M 0.02%
42,219
+1,387
825
$4.78M 0.02%
18,772
+66
31 32
33
34 35