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
76
$67.4M 0.23%
185,720
-3,702
77
$66.7M 0.22%
1,474,729
-88,852
78
$65.8M 0.22%
1,055,918
+47,112
79
$65.6M 0.22%
1,461,377
+561,876
80
$63.7M 0.21%
852,848
-2,252
81
$63.5M 0.21%
439,103
-21,426
82
$63.4M 0.21%
157,826
+19,416
83
$62.6M 0.21%
2,143,750
+124,421
84
$62.1M 0.21%
1,039,013
-134,333
85
$61.8M 0.21%
615,556
-389,589
86
$61.6M 0.21%
1,004,154
+38,615
87
$61.4M 0.21%
1,217,114
-719
88
$61M 0.2%
711,606
+182,099
89
$60.3M 0.2%
286,564
+55,145
90
$59.9M 0.2%
681,037
+4,402
91
$59.5M 0.2%
681,300
-243,569
92
$58.9M 0.2%
1,044,682
+609,864
93
$58.5M 0.2%
115,631
-5,885
94
$58.2M 0.19%
1,205,194
+316,755
95
$57.4M 0.19%
1,144,956
-275,833
96
$57M 0.19%
259,263
+1,983
97
$56.1M 0.19%
231,682
+25,037
98
$55.8M 0.19%
131,170
+11,180
99
$55.3M 0.18%
1,219,280
-30,364
100
$54.1M 0.18%
1,352,747
+20,809
2 3
4
5 6