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
2501
$459K ﹤0.01%
13,377
+2,744
2502
$457K ﹤0.01%
+73,071
2503
$456K ﹤0.01%
12,073
+2,284
2504
$456K ﹤0.01%
14,013
-12
2505
$455K ﹤0.01%
38,967
-5,632
2506
$455K ﹤0.01%
+24,864
2507
$453K ﹤0.01%
4,965
-390
2508
$453K ﹤0.01%
1,961
+283
2509
$452K ﹤0.01%
+8,602
2510
$452K ﹤0.01%
3,677
+673
2511
$451K ﹤0.01%
23,811
+294
2512
$451K ﹤0.01%
+16,176
2513
$450K ﹤0.01%
24,205
+2,017
2514
$449K ﹤0.01%
12,096
+181
2515
$449K ﹤0.01%
24,643
+2,220
2516
$449K ﹤0.01%
23,264
+1,576
2517
$448K ﹤0.01%
19,263
-55,875
2518
$448K ﹤0.01%
2,485
+163
2519
$447K ﹤0.01%
17,409
-350
2520
$447K ﹤0.01%
20,327
-937
2521
$447K ﹤0.01%
963
+60
2522
$446K ﹤0.01%
95,134
-6,000
2523
$446K ﹤0.01%
2,736
-441
2524
$445K ﹤0.01%
15,264
-5,321
2525
$445K ﹤0.01%
11,203
-185
99 100
101
102 103