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
1251
$2.34M 0.01%
14,300
-4,636
1252
$2.34M 0.01%
47,283
+1,874
1253
$2.33M 0.01%
153,798
+15,814
1254
$2.33M 0.01%
22,295
-33,026
1255
$2.33M 0.01%
22,385
+3,773
1256
$2.33M 0.01%
94,200
+10,761
1257
$2.33M 0.01%
17,833
+9,626
1258
$2.32M 0.01%
23,442
+4,400
1259
$2.32M 0.01%
+93,900
1260
$2.32M 0.01%
21,039
-5,952
1261
$2.32M 0.01%
37,650
+931
1262
$2.32M 0.01%
24,974
+712
1263
$2.31M 0.01%
81,984
+19,691
1264
$2.31M 0.01%
45,990
+2,688
1265
$2.31M 0.01%
224,915
+17,117
1266
$2.29M 0.01%
68,909
-81,321
1267
$2.29M 0.01%
13,890
+4,098
1268
$2.29M 0.01%
9,983
+1,070
1269
$2.29M 0.01%
279,940
-30,088
1270
$2.29M 0.01%
105,934
+5,617
1271
$2.28M 0.01%
44,901
-149
1272
$2.28M 0.01%
82,629
-158,560
1273
$2.28M 0.01%
46,686
+3,292
1274
$2.28M 0.01%
69,504
+2,801
1275
$2.28M 0.01%
56,463
+4,549
49 50
51
52 53