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
2601
$402K ﹤0.01%
28,157
+7,430
2602
$402K ﹤0.01%
12,283
-2,583
2603
$401K ﹤0.01%
4,033
+196
2604
$400K ﹤0.01%
6,195
-415
2605
$399K ﹤0.01%
22,911
+1,822
2606
$399K ﹤0.01%
31,788
-247
2607
$399K ﹤0.01%
9,823
+656
2608
$399K ﹤0.01%
4,895
2609
$399K ﹤0.01%
8,637
-105
2610
$398K ﹤0.01%
15,779
+1,036
2611
$398K ﹤0.01%
2,105
+2
2612
$396K ﹤0.01%
29,542
-585
2613
$395K ﹤0.01%
7,711
+887
2614
$395K ﹤0.01%
15,627
+6,193
2615
$394K ﹤0.01%
16,462
+5,198
2616
$394K ﹤0.01%
7,352
+229
2617
$394K ﹤0.01%
8,490
-957
2618
$394K ﹤0.01%
1,355
+11
2619
$393K ﹤0.01%
20,911
+278
2620
$393K ﹤0.01%
12,938
+31
2621
$392K ﹤0.01%
11,489
+177
2622
$392K ﹤0.01%
7,828
+482
2623
$391K ﹤0.01%
+15,429
2624
$389K ﹤0.01%
+1,075
2625
$389K ﹤0.01%
8,350
+28
103 104
105
106 107