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
1051
$3.22M 0.01%
28,703
+590
1052
$3.21M 0.01%
33,173
-33,634
1053
$3.21M 0.01%
26,909
-371
1054
$3.21M 0.01%
65,669
-1,061
1055
$3.21M 0.01%
125,617
+4,662
1056
$3.21M 0.01%
62,338
+13,174
1057
$3.21M 0.01%
+210,400
1058
$3.19M 0.01%
56,983
+4,954
1059
$3.18M 0.01%
66,115
-45,516
1060
$3.16M 0.01%
6,078
-1,206
1061
$3.16M 0.01%
26,197
+21,334
1062
$3.15M 0.01%
2,850
-20
1063
$3.15M 0.01%
63,975
+31,449
1064
$3.15M 0.01%
131,078
+18,462
1065
$3.15M 0.01%
49,956
-53,104
1066
$3.13M 0.01%
254,463
+5,257
1067
$3.13M 0.01%
131,467
+4,543
1068
$3.13M 0.01%
176,890
+13,613
1069
$3.13M 0.01%
8,483
+137
1070
$3.1M 0.01%
50,082
+543
1071
$3.1M 0.01%
77,937
+28,076
1072
$3.09M 0.01%
13,959
+1,468
1073
$3.09M 0.01%
129,470
-385,798
1074
$3.09M 0.01%
15,309
+933
1075
$3.09M 0.01%
32,095
+18,983
41 42
43
44 45