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
1076
$3.08M 0.01%
64,441
+4,603
1077
$3.08M 0.01%
4,330
-1,014
1078
$3.08M 0.01%
15,158
+8,693
1079
$3.08M 0.01%
67,938
-6,232
1080
$3.08M 0.01%
15,003
-499
1081
$3.08M 0.01%
54,178
+2,851
1082
$3.06M 0.01%
66,440
-18,885
1083
$3.05M 0.01%
33,990
+4,468
1084
$3.04M 0.01%
40,605
+1,004
1085
$3.04M 0.01%
8,456
+325
1086
$3.04M 0.01%
29,470
+1,118
1087
$3.03M 0.01%
29,101
+7,921
1088
$3.02M 0.01%
126,336
+76,387
1089
$3.02M 0.01%
63,502
+7,196
1090
$3.02M 0.01%
1,748
+25
1091
$3.02M 0.01%
82,298
+11,187
1092
$3.01M 0.01%
120,125
-290,018
1093
$3.01M 0.01%
34,969
-5,245
1094
$3.01M 0.01%
6,198
-2,406
1095
$3.01M 0.01%
69,602
-349
1096
$3M 0.01%
978,184
+233,743
1097
$3M 0.01%
13,265
-55
1098
$2.99M 0.01%
9,966
+610
1099
$2.99M 0.01%
269,989
+3,708
1100
$2.98M 0.01%
78,036
-22,656
42 43
44
45 46