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
101
$54.1M 0.18%
2,375,675
+21,680
102
$53.6M 0.18%
443,550
-11,602
103
$52.8M 0.18%
182,192
-5,215
104
$51.5M 0.17%
523,050
+43,010
105
$50.9M 0.17%
96,626
+1,567
106
$49.5M 0.17%
467,055
-21,877
107
$49.5M 0.17%
1,429,914
-501,214
108
$49.4M 0.17%
153,325
+5,550
109
$49.3M 0.16%
495,716
-3,378
110
$49.3M 0.16%
745,928
+13,339
111
$49.1M 0.16%
1,476,639
+384,190
112
$48.8M 0.16%
390,956
-6,910
113
$48.4M 0.16%
906,358
-28,069
114
$47.4M 0.16%
274,884
-12,370
115
$47.1M 0.16%
659,962
-30,328
116
$47.1M 0.16%
342,664
-36,842
117
$46.8M 0.16%
307,734
-467
118
$46.3M 0.15%
2,301,123
-126,789
119
$46M 0.15%
213,610
-1,949
120
$45.8M 0.15%
595,068
+93,267
121
$45.5M 0.15%
1,715,953
-31,803
122
$45.2M 0.15%
726,014
+35,334
123
$45.2M 0.15%
580,490
-5,028
124
$44.8M 0.15%
450,791
-13,408
125
$44.8M 0.15%
876,683
-272,917
3 4
5
6 7