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
1301
$2.19M 0.01%
67,797
+3,749
1302
$2.18M 0.01%
102,106
+14,720
1303
$2.17M 0.01%
49,013
-8,918
1304
$2.17M 0.01%
149,983
+18,966
1305
$2.17M 0.01%
34,156
+1,520
1306
$2.16M 0.01%
61,102
-40,032
1307
$2.16M 0.01%
77,702
+2,318
1308
$2.15M 0.01%
5,201
+320
1309
$2.15M 0.01%
11,680
+58
1310
$2.15M 0.01%
14,927
+408
1311
$2.14M 0.01%
56,566
+1,470
1312
$2.13M 0.01%
39,852
-12,945
1313
$2.13M 0.01%
37,349
+33
1314
$2.12M 0.01%
46,037
+2,794
1315
$2.12M 0.01%
100,456
-53
1316
$2.12M 0.01%
49,388
+5,669
1317
$2.12M 0.01%
68,345
+59,348
1318
$2.12M 0.01%
79,287
-10,131
1319
$2.12M 0.01%
221,141
-30,451
1320
$2.11M 0.01%
29,164
+1,919
1321
$2.11M 0.01%
77,430
-3,554
1322
$2.11M 0.01%
45,988
+7,707
1323
$2.1M 0.01%
14,025
+5,543
1324
$2.1M 0.01%
86,415
+6,681
1325
$2.09M 0.01%
51,651
+8,244
51 52
53
54 55