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
826
$4.77M 0.02%
124,473
+20,932
827
$4.77M 0.02%
205,540
+35,577
828
$4.77M 0.02%
196,103
+184,297
829
$4.77M 0.02%
365,310
+31,641
830
$4.77M 0.02%
54,330
+12,834
831
$4.76M 0.02%
55,997
-5,899
832
$4.75M 0.02%
62,578
-7,432
833
$4.74M 0.02%
28,145
+5,743
834
$4.73M 0.02%
127,251
-25,739
835
$4.73M 0.02%
28,511
+26
836
$4.72M 0.02%
41,401
-80
837
$4.72M 0.02%
164,020
-5,237
838
$4.72M 0.02%
201,185
+192,727
839
$4.72M 0.02%
28,725
-899
840
$4.71M 0.02%
190,996
+12,061
841
$4.71M 0.02%
189,475
-159,495
842
$4.71M 0.02%
27,623
+1,267
843
$4.69M 0.02%
118,199
-14,779
844
$4.68M 0.02%
112,157
+88,709
845
$4.65M 0.02%
81,423
-20,277
846
$4.63M 0.02%
164,415
+15,899
847
$4.63M 0.02%
198,401
-1,474
848
$4.62M 0.02%
35,171
-13,670
849
$4.61M 0.02%
44,428
+19,333
850
$4.61M 0.02%
187,095
-510
32 33
34
35 36