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
1376
$1.95M 0.01%
44,491
-2,987
1377
$1.95M 0.01%
218,318
-10,205
1378
$1.94M 0.01%
16,694
+1,124
1379
$1.94M 0.01%
69,328
+52,888
1380
$1.93M 0.01%
44,728
+3,115
1381
$1.93M 0.01%
177,000
-7,666
1382
$1.93M 0.01%
122,759
-804
1383
$1.93M 0.01%
131,850
+15,059
1384
$1.92M 0.01%
3,207
-51
1385
$1.92M 0.01%
31,919
+431
1386
$1.92M 0.01%
68,302
+6,620
1387
$1.92M 0.01%
121,347
+8,844
1388
$1.92M 0.01%
10,741
+391
1389
$1.91M 0.01%
12,091
-2,251
1390
$1.91M 0.01%
46,166
-2,529
1391
$1.9M 0.01%
3,957
-36
1392
$1.9M 0.01%
30,456
+2,216
1393
$1.9M 0.01%
24,398
-1,460
1394
$1.9M 0.01%
76,373
+713
1395
$1.89M 0.01%
30,036
-2,904
1396
$1.89M 0.01%
316,954
+11,415
1397
$1.89M 0.01%
41,510
-14,938
1398
$1.88M 0.01%
63,400
-1,130
1399
$1.88M 0.01%
74,807
+4,980
1400
$1.88M 0.01%
60,024
+1,358
54 55
56
57 58