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
1326
$2.08M 0.01%
14,563
-1,746
1327
$2.08M 0.01%
36,016
-4,481
1328
$2.08M 0.01%
36,239
-3,410
1329
$2.08M 0.01%
354,022
+69,037
1330
$2.07M 0.01%
37,844
-11,335
1331
$2.07M 0.01%
29,365
-349
1332
$2.07M 0.01%
42,436
-552
1333
$2.07M 0.01%
67,888
+5,528
1334
$2.06M 0.01%
55,727
-8,704
1335
$2.06M 0.01%
51,377
+2,759
1336
$2.06M 0.01%
55,158
-15,536
1337
$2.06M 0.01%
96,305
-1,728
1338
$2.05M 0.01%
55,118
+31,941
1339
$2.05M 0.01%
557,056
+210,756
1340
$2.05M 0.01%
1,106,287
+184,914
1341
$2.05M 0.01%
49,617
+13,212
1342
$2.04M 0.01%
13,511
+358
1343
$2.04M 0.01%
95,020
-35,260
1344
$2.04M 0.01%
12,020
+2,637
1345
$2.04M 0.01%
10,029
+2,923
1346
$2.04M 0.01%
331,943
-1,660
1347
$2.04M 0.01%
90,665
-4,379
1348
$2.04M 0.01%
628,100
+158,825
1349
$2.02M 0.01%
56,780
+15,603
1350
$2.02M 0.01%
80,156
+7,192
52 53
54
55 56