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
1351
$2.02M 0.01%
13,512
-420
1352
$2.02M 0.01%
32,594
+540
1353
$2.02M 0.01%
96,962
+45,208
1354
$2.01M 0.01%
62,342
+6,773
1355
$2.01M 0.01%
33,543
+7,598
1356
$2.01M 0.01%
68,808
-58,648
1357
$2M 0.01%
55,726
-1,007
1358
$2M 0.01%
41,455
+11,356
1359
$2M 0.01%
37,974
+1,413
1360
$1.99M 0.01%
58,574
+5,425
1361
$1.98M 0.01%
38,783
-102,186
1362
$1.98M 0.01%
38,592
+6,873
1363
$1.98M 0.01%
46,341
+15,687
1364
$1.98M 0.01%
5,116
-863
1365
$1.97M 0.01%
4,339
-1,402
1366
$1.97M 0.01%
106,495
+1,860
1367
$1.97M 0.01%
85,737
-2,554
1368
$1.97M 0.01%
19,354
-19,988
1369
$1.96M 0.01%
71,397
+15,295
1370
$1.96M 0.01%
78,512
-612
1371
$1.96M 0.01%
+76,927
1372
$1.95M 0.01%
90,939
+5,619
1373
$1.95M 0.01%
60,301
+11,387
1374
$1.95M 0.01%
+56,407
1375
$1.95M 0.01%
38,891
+15,042
53 54
55
56 57