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
176
$32.1M 0.11%
130,134
-4,729
177
$32.1M 0.11%
396,648
-42,355
178
$32.1M 0.11%
110,686
+1,125
179
$31.6M 0.11%
606,042
+14,406
180
$31.2M 0.1%
108,109
+12,728
181
$31.2M 0.1%
235,982
-12,074
182
$31.2M 0.1%
502,120
-143,223
183
$30.9M 0.1%
916,960
+15,384
184
$30.9M 0.1%
136,776
-6,630
185
$30.2M 0.1%
83,917
-1,032
186
$30.1M 0.1%
397,524
+31,934
187
$30.1M 0.1%
427,851
-18,642
188
$29.8M 0.1%
194,090
-6,708
189
$29.7M 0.1%
595,039
+216,610
190
$29.6M 0.1%
797,321
+23,200
191
$29.6M 0.1%
368,457
+106,038
192
$29.4M 0.1%
275,995
+17,000
193
$29.4M 0.1%
58,977
-1,532
194
$29.2M 0.1%
264,372
+14,016
195
$29.2M 0.1%
270,725
-4,816
196
$29.1M 0.1%
513,727
+137,203
197
$28.9M 0.1%
1,060,939
+784,317
198
$28.6M 0.1%
157,273
+8,139
199
$28.4M 0.1%
569,174
+96,227
200
$28.2M 0.09%
108,272
-553
6 7
8
9 10