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
1026
$3.35M 0.01%
2,807
-55
1027
$3.33M 0.01%
47,805
+32,634
1028
$3.32M 0.01%
19,588
+8,395
1029
$3.32M 0.01%
121,255
-290,564
1030
$3.32M 0.01%
25,181
+1,822
1031
$3.32M 0.01%
57,786
+5,494
1032
$3.31M 0.01%
+51,674
1033
$3.31M 0.01%
47,665
+3,465
1034
$3.31M 0.01%
288,716
+35,224
1035
$3.31M 0.01%
169,511
+39,705
1036
$3.3M 0.01%
8,943
-2,697
1037
$3.3M 0.01%
540,815
-17,592
1038
$3.29M 0.01%
7,364
-1,386
1039
$3.29M 0.01%
30,067
+2,737
1040
$3.29M 0.01%
139,792
+10,069
1041
$3.28M 0.01%
471,456
-41,669
1042
$3.28M 0.01%
31,024
-1,715
1043
$3.27M 0.01%
40,434
-3,328
1044
$3.26M 0.01%
93,181
+84,599
1045
$3.26M 0.01%
162,106
+9,606
1046
$3.25M 0.01%
59,700
-5,396
1047
$3.23M 0.01%
118,779
+30,714
1048
$3.23M 0.01%
89,386
-8,253
1049
$3.22M 0.01%
22,547
+1,679
1050
$3.22M 0.01%
88,486
+649
40 41
42
43 44