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
201
$28.2M 0.09%
531,954
-38,700
202
$28.2M 0.09%
152,740
-13,943
203
$28.1M 0.09%
168,287
-24,443
204
$28M 0.09%
893,102
+74,004
205
$28M 0.09%
217,470
-30,553
206
$27.9M 0.09%
522,998
+10,435
207
$27.9M 0.09%
65,776
+146
208
$27.8M 0.09%
304,684
+5,723
209
$27.5M 0.09%
507,387
-26,079
210
$27.5M 0.09%
308,234
-4,231
211
$27.4M 0.09%
450,099
-11,851
212
$27.3M 0.09%
821,760
-27,742
213
$27.2M 0.09%
61,110
-4,264
214
$27.2M 0.09%
131,258
+44,571
215
$27.1M 0.09%
96,853
-18,792
216
$27.1M 0.09%
152,905
+672
217
$26.9M 0.09%
533,411
+43,613
218
$26.8M 0.09%
222,711
-15,102
219
$26.3M 0.09%
246,426
-205,817
220
$26M 0.09%
87,621
-24,538
221
$25.8M 0.09%
432,361
-19,771
222
$25.8M 0.09%
999,192
+799,064
223
$25.6M 0.09%
970,618
-14,115
224
$25.5M 0.09%
24,096
+278
225
$25.5M 0.09%
850,437
+554,692
7 8
9
10 11