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
2526
$444K ﹤0.01%
14,049
+3,716
2527
$443K ﹤0.01%
10,015
-4,016
2528
$442K ﹤0.01%
16,606
-71,577
2529
$442K ﹤0.01%
12,762
+2,418
2530
$441K ﹤0.01%
3,101
+222
2531
$441K ﹤0.01%
85,760
-10,627
2532
$441K ﹤0.01%
4,399
+189
2533
$440K ﹤0.01%
30,595
+2,636
2534
$440K ﹤0.01%
7,049
+4,445
2535
$439K ﹤0.01%
8,622
+1,463
2536
$438K ﹤0.01%
21,673
+1,047
2537
$438K ﹤0.01%
9,999
+620
2538
$438K ﹤0.01%
11,864
-556
2539
$437K ﹤0.01%
28,571
+1,940
2540
$437K ﹤0.01%
7,708
+4
2541
$434K ﹤0.01%
5,478
+1,357
2542
$434K ﹤0.01%
4,778
+233
2543
$433K ﹤0.01%
+7,963
2544
$433K ﹤0.01%
2,196
+270
2545
$433K ﹤0.01%
8,192
+683
2546
$433K ﹤0.01%
8,873
-855
2547
$432K ﹤0.01%
27,890
-450
2548
$432K ﹤0.01%
1,024
+97
2549
$432K ﹤0.01%
949
+14
2550
$432K ﹤0.01%
6,357
-16,429
100 101
102
103 104