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
1551
$1.53M 0.01%
14,959
+179
1552
$1.53M 0.01%
8,667
-2,826
1553
$1.53M 0.01%
80,924
+5,846
1554
$1.53M 0.01%
105,029
-1,646
1555
$1.52M 0.01%
5,983
-4,542
1556
$1.52M 0.01%
75,539
+2,169
1557
$1.52M 0.01%
5,524
-632
1558
$1.52M 0.01%
45,179
-4,325
1559
$1.52M 0.01%
22,505
-214
1560
$1.51M 0.01%
+34,148
1561
$1.51M 0.01%
90,660
+9,926
1562
$1.5M 0.01%
21,783
-11,267
1563
$1.5M 0.01%
52,886
+1,965
1564
$1.5M 0.01%
47,986
+7,566
1565
$1.5M 0.01%
225,490
+9,000
1566
$1.5M 0.01%
45,557
-3,790
1567
$1.5M 0.01%
34,743
-1,064
1568
$1.5M 0.01%
46,160
+8,619
1569
$1.5M 0.01%
7,888
-326
1570
$1.49M 0.01%
50,971
-24,217
1571
$1.49M 0.01%
68,519
-1,543
1572
$1.49M 0.01%
41,831
-3,838
1573
$1.48M 0.01%
12,613
-2,096
1574
$1.48M 0.01%
20,409
-20,363
1575
$1.48M 0.01%
19,571
+4,266
61 62
63
64 65