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
1101
$2.96M 0.01%
81,554
+810
1102
$2.96M 0.01%
99,813
-1,426
1103
$2.96M 0.01%
58,193
+23,241
1104
$2.95M 0.01%
62,304
+14,745
1105
$2.95M 0.01%
226,561
+5,386
1106
$2.95M 0.01%
6,774
-261
1107
$2.94M 0.01%
5,102
-2,134
1108
$2.93M 0.01%
5,497
-846
1109
$2.92M 0.01%
15,536
-615
1110
$2.91M 0.01%
15,729
-600
1111
$2.91M 0.01%
228,706
+76,472
1112
$2.9M 0.01%
71,516
+5,810
1113
$2.9M 0.01%
31,302
+204
1114
$2.9M 0.01%
47,067
+70
1115
$2.9M 0.01%
256,741
-265,292
1116
$2.89M 0.01%
21,845
+1,874
1117
$2.88M 0.01%
24,685
-10,960
1118
$2.88M 0.01%
25,125
-653
1119
$2.87M 0.01%
15,403
-1,452
1120
$2.87M 0.01%
58,291
-578
1121
$2.87M 0.01%
234,266
+25,249
1122
$2.86M 0.01%
17,375
+15
1123
$2.85M 0.01%
105,567
+3,617
1124
$2.85M 0.01%
23,456
+2,089
1125
$2.84M 0.01%
31,087
-9,928
43 44
45
46 47