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
2576
$419K ﹤0.01%
4,052
-2,746
2577
$418K ﹤0.01%
32,528
-3,920
2578
$417K ﹤0.01%
11,666
+2,632
2579
$417K ﹤0.01%
6,825
+663
2580
$416K ﹤0.01%
40,216
+3,000
2581
$415K ﹤0.01%
3,575
-546
2582
$415K ﹤0.01%
8,630
-463
2583
$414K ﹤0.01%
19,310
-4,039
2584
$413K ﹤0.01%
6,378
+387
2585
$413K ﹤0.01%
19,353
+643
2586
$412K ﹤0.01%
7,633
+2,825
2587
$410K ﹤0.01%
30,225
-533
2588
$408K ﹤0.01%
3,652
2589
$406K ﹤0.01%
14,942
+2,297
2590
$406K ﹤0.01%
38,670
+19,885
2591
$405K ﹤0.01%
4,260
-89
2592
$404K ﹤0.01%
14,342
-6,094
2593
$404K ﹤0.01%
8,077
+3,900
2594
$403K ﹤0.01%
1,195
-17
2595
$403K ﹤0.01%
2,462
-46
2596
$403K ﹤0.01%
26,511
+14
2597
$402K ﹤0.01%
13,923
-2,184
2598
$402K ﹤0.01%
29,595
+447
2599
$402K ﹤0.01%
55,543
+17,006
2600
$402K ﹤0.01%
5,977
-426
102 103
104
105 106