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
876
$4.37M 0.01%
60,195
+1,447
877
$4.36M 0.01%
116,926
-34,028
878
$4.35M 0.01%
48,695
+22,118
879
$4.35M 0.01%
57,812
+3,026
880
$4.35M 0.01%
87,967
-3,879
881
$4.34M 0.01%
40,320
+1,023
882
$4.33M 0.01%
39,665
-502
883
$4.33M 0.01%
37,807
+873
884
$4.32M 0.01%
23,934
-1,509
885
$4.32M 0.01%
48,313
+10,504
886
$4.31M 0.01%
32,680
-959
887
$4.3M 0.01%
44,280
-2,742
888
$4.3M 0.01%
56,636
+1,579
889
$4.29M 0.01%
404,121
+3,324
890
$4.29M 0.01%
26,180
-27,158
891
$4.27M 0.01%
277,393
+3,488
892
$4.26M 0.01%
108,299
+95,896
893
$4.26M 0.01%
110,231
+8,576
894
$4.26M 0.01%
19,732
+640
895
$4.25M 0.01%
85,673
+20,256
896
$4.25M 0.01%
105,803
-11,499
897
$4.23M 0.01%
137,030
+4,202
898
$4.21M 0.01%
84,619
-5,411
899
$4.19M 0.01%
256,564
+914
900
$4.18M 0.01%
126,887
+60,008
34 35
36
37 38