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
1501
$1.65M 0.01%
70,202
-3,435
1502
$1.65M 0.01%
24,689
+231
1503
$1.64M 0.01%
37,793
+3,459
1504
$1.64M 0.01%
28,035
-910
1505
$1.64M 0.01%
28,567
+9,607
1506
$1.63M 0.01%
19,157
-1,288
1507
$1.63M 0.01%
79,979
-69
1508
$1.63M 0.01%
20,162
-6,112
1509
$1.63M 0.01%
11,941
+9,307
1510
$1.62M 0.01%
20,254
-3,936
1511
$1.62M 0.01%
172,642
-193,250
1512
$1.62M 0.01%
33,689
+2,635
1513
$1.62M 0.01%
16,091
+10,759
1514
$1.61M 0.01%
143,394
+725
1515
$1.61M 0.01%
48,552
+1,366
1516
$1.6M 0.01%
16,137
+2,620
1517
$1.6M 0.01%
120,819
+1,969
1518
$1.6M 0.01%
34,007
+14,798
1519
$1.6M 0.01%
54,410
-7,222
1520
$1.6M 0.01%
51,001
-3,636
1521
$1.6M 0.01%
45,653
-3,182
1522
$1.6M 0.01%
12,001
-616
1523
$1.59M 0.01%
66,618
+7,554
1524
$1.59M 0.01%
57,770
+6,998
1525
$1.59M 0.01%
145,704
-22,100
59 60
61
62 63