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
1126
$2.84M 0.01%
58,119
+9,152
1127
$2.83M 0.01%
31,334
+428
1128
$2.83M 0.01%
87,967
+26,502
1129
$2.82M 0.01%
57,369
+14,519
1130
$2.8M 0.01%
85,615
+41,503
1131
$2.8M 0.01%
162,170
-4,812
1132
$2.79M 0.01%
100,665
-18,928
1133
$2.78M 0.01%
32,217
-1,610
1134
$2.78M 0.01%
41,582
-21,218
1135
$2.76M 0.01%
255,100
-15,565
1136
$2.76M 0.01%
64,382
+4,093
1137
$2.76M 0.01%
108,046
+11,501
1138
$2.76M 0.01%
119,458
+26,628
1139
$2.76M 0.01%
65,830
+4,707
1140
$2.75M 0.01%
19,555
+2,670
1141
$2.75M 0.01%
101,289
+36,751
1142
$2.75M 0.01%
61,086
-11,035
1143
$2.75M 0.01%
49,891
-1,019
1144
$2.75M 0.01%
112,546
+3,742
1145
$2.75M 0.01%
235,711
+24,518
1146
$2.74M 0.01%
141,639
-97,645
1147
$2.73M 0.01%
59,857
+2,829
1148
$2.72M 0.01%
215,089
+33,990
1149
$2.72M 0.01%
+98,292
1150
$2.71M 0.01%
150,000
-6,822
44 45
46
47 48