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
2476
$472K ﹤0.01%
2,145
+206
2477
$472K ﹤0.01%
2,225
+20
2478
$471K ﹤0.01%
82,761
+1,888
2479
$470K ﹤0.01%
8,982
+868
2480
$469K ﹤0.01%
43,736
-20,552
2481
$469K ﹤0.01%
80,214
2482
$469K ﹤0.01%
14,060
-543
2483
$469K ﹤0.01%
6,368
-51
2484
$468K ﹤0.01%
14,733
-375
2485
$468K ﹤0.01%
9,214
-456
2486
$468K ﹤0.01%
20,822
+2,262
2487
$468K ﹤0.01%
3,072
-587
2488
$467K ﹤0.01%
25,242
+1,573
2489
$467K ﹤0.01%
51,605
+888
2490
$466K ﹤0.01%
6,834
-8,415
2491
$466K ﹤0.01%
20,039
+786
2492
$466K ﹤0.01%
106,880
-6,386
2493
$465K ﹤0.01%
7,922
-687
2494
$465K ﹤0.01%
71,711
+10,390
2495
$465K ﹤0.01%
16,439
-587
2496
$464K ﹤0.01%
12,236
-560
2497
$462K ﹤0.01%
1,824
+575
2498
$459K ﹤0.01%
27,577
+8,350
2499
$459K ﹤0.01%
6,181
+47
2500
$459K ﹤0.01%
5,371
-2,466
98 99
100
101 102