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
1276
$2.27M 0.01%
40,100
+1,988
1277
$2.27M 0.01%
31,528
+1,246
1278
$2.27M 0.01%
35,389
+1,048
1279
$2.27M 0.01%
20,718
-4,442
1280
$2.26M 0.01%
+96,881
1281
$2.26M 0.01%
+73,322
1282
$2.25M 0.01%
20,830
-72
1283
$2.25M 0.01%
93,732
-4,708
1284
$2.25M 0.01%
53,670
-4,893
1285
$2.25M 0.01%
229,283
+37,422
1286
$2.24M 0.01%
29,342
+13,862
1287
$2.24M 0.01%
114,806
+9,174
1288
$2.24M 0.01%
62,461
+7,528
1289
$2.23M 0.01%
69,125
+16,274
1290
$2.23M 0.01%
12,375
+7,375
1291
$2.23M 0.01%
109,944
+25,516
1292
$2.23M 0.01%
457,872
-17,495
1293
$2.22M 0.01%
210,316
-16,550
1294
$2.22M 0.01%
51,527
-2,129
1295
$2.21M 0.01%
9,685
+531
1296
$2.21M 0.01%
11,353
-3,746
1297
$2.2M 0.01%
171,163
+9,106
1298
$2.2M 0.01%
93,278
-16,318
1299
$2.19M 0.01%
33,947
+485
1300
$2.19M 0.01%
95,938
+8,578
50 51
52
53 54