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
976
$3.65M 0.01%
85,399
-8,519
977
$3.64M 0.01%
33,727
+5,764
978
$3.63M 0.01%
131,496
+6,897
979
$3.63M 0.01%
85,845
+2,972
980
$3.63M 0.01%
8,558
+776
981
$3.63M 0.01%
124,176
-52,732
982
$3.61M 0.01%
120,328
+6,053
983
$3.6M 0.01%
69,425
-2,517
984
$3.6M 0.01%
41,787
+604
985
$3.59M 0.01%
72,207
+6,723
986
$3.58M 0.01%
27,082
+1,657
987
$3.56M 0.01%
105,330
+807
988
$3.55M 0.01%
36,430
-888
989
$3.55M 0.01%
18,580
-228
990
$3.54M 0.01%
15,724
-336
991
$3.53M 0.01%
126,111
-3,462
992
$3.53M 0.01%
32,377
-21,767
993
$3.52M 0.01%
33,859
-691
994
$3.51M 0.01%
446,237
-8,085
995
$3.5M 0.01%
414,175
+118,471
996
$3.5M 0.01%
42,795
-2,116
997
$3.5M 0.01%
12,243
+445
998
$3.49M 0.01%
50,759
-866
999
$3.49M 0.01%
62,979
+17,466
1000
$3.48M 0.01%
113,496
-423
38 39
40
41 42