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
1001
$3.48M 0.01%
167,691
+10,128
1002
$3.47M 0.01%
299,775
-13,186
1003
$3.46M 0.01%
13,416
+314
1004
$3.46M 0.01%
80,818
+5,253
1005
$3.46M 0.01%
410,853
-10,141
1006
$3.46M 0.01%
155,412
+118,981
1007
$3.45M 0.01%
94,089
-2,438
1008
$3.45M 0.01%
136,539
+73,442
1009
$3.44M 0.01%
22,175
-4,305
1010
$3.43M 0.01%
65,772
-1,643
1011
$3.42M 0.01%
56,491
+7,818
1012
$3.42M 0.01%
160,333
-51,995
1013
$3.42M 0.01%
281,146
-199,625
1014
$3.42M 0.01%
67,843
-2,423
1015
$3.41M 0.01%
26,860
-23,893
1016
$3.41M 0.01%
34,121
-9,064
1017
$3.4M 0.01%
91,167
-1,177
1018
$3.4M 0.01%
91,741
+507
1019
$3.39M 0.01%
59,707
-3,107
1020
$3.38M 0.01%
132,799
-9,764
1021
$3.38M 0.01%
184,226
+321
1022
$3.38M 0.01%
150,945
+45,300
1023
$3.37M 0.01%
121,349
-1,923
1024
$3.36M 0.01%
122,013
-712
1025
$3.35M 0.01%
71,564
+7,272
39 40
41
42 43