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
126
$44.5M 0.15%
481,651
-5,952
127
$44.4M 0.15%
402,789
-12,774
128
$43.4M 0.15%
732,986
+3,556
129
$43M 0.14%
1,815,787
+48,025
130
$42.5M 0.14%
405,144
-40,326
131
$42.4M 0.14%
964,877
-9,147
132
$42.3M 0.14%
1,945,375
-12,094
133
$42M 0.14%
1,229,461
+61,445
134
$41.9M 0.14%
474,190
+10,048
135
$41.9M 0.14%
798,425
+20,799
136
$41.5M 0.14%
124,082
-7,864
137
$41.5M 0.14%
606,192
-10,184
138
$41.3M 0.14%
208,938
-3,242
139
$40.8M 0.14%
1,839,802
+346,246
140
$40.8M 0.14%
255,741
-33,476
141
$40.7M 0.14%
946,596
+15,236
142
$40.7M 0.14%
606,603
+13,618
143
$40.6M 0.14%
118,739
-6,547
144
$40.6M 0.14%
427,365
+113,134
145
$40.2M 0.13%
59
+23
146
$39.9M 0.13%
5,854,201
-64,602
147
$39.8M 0.13%
1,271,468
+317,316
148
$39.4M 0.13%
464,811
+7,190
149
$39.3M 0.13%
893,439
+5
150
$38.6M 0.13%
143,200
-5,752
4 5
6
7 8