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
1401
$1.87M 0.01%
51,201
+697
1402
$1.87M 0.01%
81,016
+13,525
1403
$1.87M 0.01%
924,307
+369,907
1404
$1.87M 0.01%
82,055
+35,619
1405
$1.87M 0.01%
76,815
-2,060
1406
$1.87M 0.01%
84,120
+5,213
1407
$1.86M 0.01%
75,634
+21,753
1408
$1.86M 0.01%
69,563
+12,404
1409
$1.86M 0.01%
+10,734
1410
$1.85M 0.01%
51,525
-82
1411
$1.85M 0.01%
42,364
-15,672
1412
$1.85M 0.01%
468,412
+44,005
1413
$1.85M 0.01%
50,263
-10,516
1414
$1.85M 0.01%
+17,260
1415
$1.84M 0.01%
89,296
+6,196
1416
$1.84M 0.01%
47,586
+6,584
1417
$1.83M 0.01%
43,656
-1,154
1418
$1.83M 0.01%
7,415
-302
1419
$1.83M 0.01%
17,605
-249
1420
$1.83M 0.01%
196,088
-42,644
1421
$1.83M 0.01%
82,107
+9,042
1422
$1.82M 0.01%
50,340
-2,026
1423
$1.82M 0.01%
48,204
-4,121
1424
$1.82M 0.01%
96,570
-209,849
1425
$1.82M 0.01%
52,736
+12,642
55 56
57
58 59