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
1451
$1.76M 0.01%
32,908
+3,477
1452
$1.76M 0.01%
30,284
-6,649
1453
$1.75M 0.01%
119,616
+5,968
1454
$1.75M 0.01%
8,520
+1,115
1455
$1.75M 0.01%
13,584
-422
1456
$1.74M 0.01%
28,843
+7,737
1457
$1.74M 0.01%
54,939
-2,175
1458
$1.74M 0.01%
25,972
+19,995
1459
$1.74M 0.01%
108,787
+7,000
1460
$1.74M 0.01%
38,514
+1,301
1461
$1.74M 0.01%
30,214
-3,337
1462
$1.74M 0.01%
37,643
-1,422
1463
$1.74M 0.01%
26,059
+5,629
1464
$1.74M 0.01%
61,976
+2,078
1465
$1.73M 0.01%
7,450
-196
1466
$1.73M 0.01%
17,553
-263
1467
$1.73M 0.01%
44,705
-12,436
1468
$1.73M 0.01%
30,049
-1,053
1469
$1.72M 0.01%
44,550
+695
1470
$1.71M 0.01%
79,228
+9,107
1471
$1.71M 0.01%
137,390
-1,338
1472
$1.71M 0.01%
42,423
+13,932
1473
$1.71M 0.01%
47,393
-600
1474
$1.71M 0.01%
26,924
-319
1475
$1.7M 0.01%
24,064
-20,602
57 58
59
60 61