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
851
$4.6M 0.02%
17,721
-509
852
$4.58M 0.02%
91,425
-3,914
853
$4.58M 0.02%
81,608
+1,832
854
$4.58M 0.02%
90,003
+26,232
855
$4.57M 0.02%
42,258
+1,313
856
$4.54M 0.02%
29,351
+5,982
857
$4.54M 0.02%
179,571
+2,458
858
$4.54M 0.02%
97,569
-3,948
859
$4.54M 0.02%
277,756
+32,184
860
$4.54M 0.02%
108,297
-4,364
861
$4.52M 0.02%
88,026
+920
862
$4.51M 0.02%
147,869
+3,862
863
$4.51M 0.02%
29,104
+533
864
$4.49M 0.02%
303,506
+52,741
865
$4.49M 0.02%
55,273
-18,865
866
$4.48M 0.02%
35,557
+1,045
867
$4.43M 0.01%
190,742
-386,690
868
$4.42M 0.01%
+112,985
869
$4.42M 0.01%
139,362
+56,844
870
$4.42M 0.01%
143,532
+15,616
871
$4.41M 0.01%
182,526
+1,430
872
$4.41M 0.01%
28,667
-1,666
873
$4.39M 0.01%
48,842
+5,153
874
$4.38M 0.01%
454,330
-446,748
875
$4.37M 0.01%
+86,498
33 34
35
36 37