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
151
$38.6M 0.13%
112,374
-6,264
152
$37.9M 0.13%
528,719
-4,110
153
$37.9M 0.13%
340,374
-21,529
154
$37.7M 0.13%
226,226
-31,052
155
$36.4M 0.12%
397,496
-9,641
156
$36.4M 0.12%
492,094
+10,451
157
$35.8M 0.12%
698,686
+46,939
158
$35.5M 0.12%
97,075
+8,037
159
$35.5M 0.12%
717,417
+48,343
160
$35.5M 0.12%
432,938
-33,127
161
$35.3M 0.12%
312,266
-2,937
162
$35.3M 0.12%
178,165
-13,395
163
$34.9M 0.12%
360,305
+64,853
164
$34.9M 0.12%
188,676
+21,564
165
$34.8M 0.12%
1,775,479
+359,337
166
$34.5M 0.12%
71,073
-4,684
167
$34.5M 0.12%
1,282,547
+143,537
168
$34.4M 0.11%
1,513,266
-302,886
169
$34.2M 0.11%
653,371
-14,436
170
$33.9M 0.11%
448,469
-124,166
171
$33.4M 0.11%
829,815
+105,472
172
$33.3M 0.11%
563,225
+88,148
173
$33.1M 0.11%
286,175
-13,201
174
$32.8M 0.11%
398,624
+15,923
175
$32.6M 0.11%
128,666
-63,538
5 6
7
8 9