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
1526
$1.59M 0.01%
33,010
-3,446
1527
$1.59M 0.01%
+189,433
1528
$1.59M 0.01%
21,976
+531
1529
$1.59M 0.01%
6,453
-4,062
1530
$1.59M 0.01%
25,159
-2,354
1531
$1.59M 0.01%
10,851
+508
1532
$1.58M 0.01%
160,730
-14,975
1533
$1.58M 0.01%
79,003
+54,981
1534
$1.58M 0.01%
17,501
-1,750
1535
$1.57M 0.01%
12,700
+56
1536
$1.57M 0.01%
53,814
+3,256
1537
$1.56M 0.01%
15,252
-7,401
1538
$1.56M 0.01%
29,223
-8,593
1539
$1.56M 0.01%
7,254
+132
1540
$1.55M 0.01%
40,478
+18,157
1541
$1.55M 0.01%
30,859
-233
1542
$1.55M 0.01%
72,787
-21,182
1543
$1.55M 0.01%
32,828
-972
1544
$1.55M 0.01%
27,517
-656
1545
$1.55M 0.01%
53,791
+13,480
1546
$1.55M 0.01%
29,582
+25,797
1547
$1.54M 0.01%
19,945
-2,535
1548
$1.54M 0.01%
40,126
-440
1549
$1.54M 0.01%
164,673
+19,176
1550
$1.53M 0.01%
114,597
-398
60 61
62
63 64