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
1151
$2.71M 0.01%
82,844
-8,980
1152
$2.71M 0.01%
28,972
+493
1153
$2.7M 0.01%
46,115
-4,147
1154
$2.69M 0.01%
166,882
+44,236
1155
$2.69M 0.01%
84,800
+1,092
1156
$2.68M 0.01%
76,466
-41,885
1157
$2.68M 0.01%
367,092
-1,413
1158
$2.68M 0.01%
89,015
-30,965
1159
$2.68M 0.01%
44,344
-36,799
1160
$2.67M 0.01%
76,934
+1,284
1161
$2.67M 0.01%
125,936
+7,061
1162
$2.66M 0.01%
84,774
+18,089
1163
$2.66M 0.01%
87,393
+13,785
1164
$2.66M 0.01%
40,231
-8,686
1165
$2.66M 0.01%
20,099
+8,960
1166
$2.66M 0.01%
92,430
-3,485
1167
$2.65M 0.01%
12,483
+106
1168
$2.65M 0.01%
32,655
-29,758
1169
$2.64M 0.01%
22,786
+971
1170
$2.63M 0.01%
34,627
+1,793
1171
$2.62M 0.01%
146,354
-5,179
1172
$2.62M 0.01%
5,532
+303
1173
$2.62M 0.01%
81,560
-1,650
1174
$2.62M 0.01%
69,042
+14,925
1175
$2.61M 0.01%
13,901
-1,853
45 46
47
48 49