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
926
$4M 0.01%
28,704
+3,901
927
$3.99M 0.01%
101,780
+1,501
928
$3.99M 0.01%
62,279
-2,653
929
$3.98M 0.01%
67,741
+9,759
930
$3.98M 0.01%
118,219
-10,999
931
$3.97M 0.01%
15,985
+3,012
932
$3.96M 0.01%
158,334
-9,809
933
$3.96M 0.01%
13,388
-2,507
934
$3.96M 0.01%
161,452
+10,409
935
$3.95M 0.01%
19,642
+404
936
$3.95M 0.01%
98,562
-4,664
937
$3.93M 0.01%
+152,375
938
$3.92M 0.01%
33,172
-7,853
939
$3.92M 0.01%
149,895
+115,907
940
$3.9M 0.01%
60,848
+9,492
941
$3.9M 0.01%
32,335
+1,498
942
$3.9M 0.01%
113,254
+14,412
943
$3.9M 0.01%
77,725
-108,718
944
$3.9M 0.01%
93,971
-26,417
945
$3.89M 0.01%
77,895
+23,852
946
$3.88M 0.01%
64,321
+33,177
947
$3.88M 0.01%
269,094
+11,794
948
$3.88M 0.01%
119,428
-2,476
949
$3.88M 0.01%
49,550
+360
950
$3.87M 0.01%
70,410
+1,366
36 37
38
39 40