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
901
$4.18M 0.01%
217,391
+156,761
902
$4.18M 0.01%
74,235
-546
903
$4.17M 0.01%
61,692
+53
904
$4.17M 0.01%
173,237
+17,877
905
$4.14M 0.01%
18,094
+1,049
906
$4.14M 0.01%
110,639
-79,540
907
$4.14M 0.01%
65,929
+162
908
$4.12M 0.01%
397,377
+17,673
909
$4.11M 0.01%
224,687
+42,103
910
$4.11M 0.01%
463,544
+67,683
911
$4.11M 0.01%
214,465
+4,560
912
$4.1M 0.01%
186,109
+5,310
913
$4.1M 0.01%
206,451
+133,858
914
$4.09M 0.01%
120,897
-13,163
915
$4.08M 0.01%
21,693
-814
916
$4.06M 0.01%
124,403
-518
917
$4.05M 0.01%
135,537
-4,570
918
$4.05M 0.01%
121,439
-1,518
919
$4.05M 0.01%
30,172
+859
920
$4.05M 0.01%
84,103
+764
921
$4.03M 0.01%
145,976
-1,691
922
$4.02M 0.01%
468,217
-1,414
923
$4.01M 0.01%
129,075
+639
924
$4.01M 0.01%
81,836
-4,794
925
$4M 0.01%
166,974
+18,926
35 36
37
38 39