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
1476
$1.7M 0.01%
79,844
-17,373
1477
$1.7M 0.01%
3,582
-161
1478
$1.7M 0.01%
10,919
+7,961
1479
$1.7M 0.01%
1,385
+490
1480
$1.69M 0.01%
43,854
-460
1481
$1.69M 0.01%
58,838
+16,227
1482
$1.69M 0.01%
19,604
-5,606
1483
$1.69M 0.01%
48,707
+7,200
1484
$1.69M 0.01%
49,083
-355
1485
$1.68M 0.01%
44,397
-1,244
1486
$1.68M 0.01%
10,501
+53
1487
$1.68M 0.01%
43,165
-14,380
1488
$1.68M 0.01%
72,680
-1,717
1489
$1.68M 0.01%
108,325
+12,814
1490
$1.68M 0.01%
19,542
+1,552
1491
$1.68M 0.01%
41,063
+268
1492
$1.67M 0.01%
92,841
+8,524
1493
$1.67M 0.01%
33,541
+6,039
1494
$1.67M 0.01%
14,858
-43
1495
$1.67M 0.01%
52,762
-643
1496
$1.66M 0.01%
103,046
+1,285
1497
$1.66M 0.01%
29,380
-1,657
1498
$1.66M 0.01%
89,944
+1,924
1499
$1.65M 0.01%
19,362
-733
1500
$1.65M 0.01%
118,859
+67,160
58 59
60
61 62