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
1226
$2.41M 0.01%
16,879
+2,316
1227
$2.4M 0.01%
426,138
-24,103
1228
$2.4M 0.01%
141,631
+7,972
1229
$2.4M 0.01%
95,755
+16,855
1230
$2.4M 0.01%
53,824
-600
1231
$2.4M 0.01%
108,109
-9,906
1232
$2.4M 0.01%
13,977
-3,663
1233
$2.39M 0.01%
9,306
-6,121
1234
$2.39M 0.01%
79,644
-46,396
1235
$2.39M 0.01%
61,140
+28,594
1236
$2.38M 0.01%
64,658
-529
1237
$2.38M 0.01%
20,879
1238
$2.37M 0.01%
21,045
+3,779
1239
$2.37M 0.01%
49,985
-17,396
1240
$2.37M 0.01%
105,597
+27,695
1241
$2.37M 0.01%
30,055
+787
1242
$2.37M 0.01%
35,996
-16,690
1243
$2.37M 0.01%
11,103
+7,563
1244
$2.36M 0.01%
125,785
-6,040
1245
$2.35M 0.01%
95,378
-3,304
1246
$2.35M 0.01%
56,474
+6,912
1247
$2.35M 0.01%
46,801
+4,909
1248
$2.35M 0.01%
69,184
-10,543
1249
$2.35M 0.01%
41,733
-895
1250
$2.34M 0.01%
27,563
-35
48 49
50
51 52