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
1176
$2.61M 0.01%
9,694
+336
1177
$2.6M 0.01%
104,623
+22,325
1178
$2.59M 0.01%
12,475
+603
1179
$2.58M 0.01%
39,985
+3,815
1180
$2.58M 0.01%
61,345
-59
1181
$2.58M 0.01%
75,946
-5,678
1182
$2.58M 0.01%
19,369
+1,455
1183
$2.57M 0.01%
35,890
-547
1184
$2.56M 0.01%
47,640
-2,296
1185
$2.55M 0.01%
76,110
+8,146
1186
$2.54M 0.01%
58,400
+220
1187
$2.54M 0.01%
54,784
+7,860
1188
$2.53M 0.01%
64,968
-20,721
1189
$2.53M 0.01%
+126,616
1190
$2.53M 0.01%
58,889
-1,374
1191
$2.53M 0.01%
52,771
+39,498
1192
$2.52M 0.01%
+90,149
1193
$2.52M 0.01%
50,328
+12,170
1194
$2.52M 0.01%
68,011
+3,386
1195
$2.51M 0.01%
204,784
-283,237
1196
$2.51M 0.01%
53,363
+11,715
1197
$2.51M 0.01%
141,254
+5,231
1198
$2.5M 0.01%
33,841
-2,513
1199
$2.5M 0.01%
70,969
+18,910
1200
$2.5M 0.01%
306
-21
46 47
48
49 50