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
1426
$1.82M 0.01%
21,124
-41,912
1427
$1.81M 0.01%
38,816
-367
1428
$1.81M 0.01%
13,457
-13,157
1429
$1.81M 0.01%
19,593
-7,632
1430
$1.81M 0.01%
31,458
-3,638
1431
$1.8M 0.01%
30,238
-941
1432
$1.8M 0.01%
39,508
-4,697
1433
$1.8M 0.01%
4,238
+289
1434
$1.79M 0.01%
61,808
-37,147
1435
$1.79M 0.01%
70,835
+55,442
1436
$1.79M 0.01%
49,763
+2,220
1437
$1.79M 0.01%
131,709
-20,751
1438
$1.79M 0.01%
4,264
+637
1439
$1.78M 0.01%
62,992
+5,052
1440
$1.78M 0.01%
38,841
+9,854
1441
$1.78M 0.01%
23,993
-7,843
1442
$1.78M 0.01%
9,092
-1,651
1443
$1.78M 0.01%
28,918
+5,330
1444
$1.77M 0.01%
71,217
-202,590
1445
$1.77M 0.01%
88,759
+1,532
1446
$1.77M 0.01%
93,379
-29,057
1447
$1.76M 0.01%
46,335
+1,363
1448
$1.76M 0.01%
32,748
-17,458
1449
$1.76M 0.01%
100,988
-6,756
1450
$1.76M 0.01%
46,265
-4,892
56 57
58
59 60