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
2626
$389K ﹤0.01%
58,001
-3,262
2627
$388K ﹤0.01%
13,176
+18
2628
$388K ﹤0.01%
2,108
-5,772
2629
$386K ﹤0.01%
6,737
-708
2630
$386K ﹤0.01%
1,839
+86
2631
$386K ﹤0.01%
8,710
+427
2632
$384K ﹤0.01%
1,191
2633
$384K ﹤0.01%
9,736
-250
2634
$384K ﹤0.01%
13,877
+1
2635
$384K ﹤0.01%
56,275
-1,095
2636
$384K ﹤0.01%
+4,489
2637
$383K ﹤0.01%
5,907
-2,505
2638
$383K ﹤0.01%
39,380
-23,297
2639
$382K ﹤0.01%
26,633
+348
2640
$381K ﹤0.01%
3,994
+1,162
2641
$381K ﹤0.01%
6,097
+300
2642
$381K ﹤0.01%
7,585
+1,590
2643
$381K ﹤0.01%
8,504
-282
2644
$381K ﹤0.01%
+11,413
2645
$380K ﹤0.01%
4,942
-366
2646
$380K ﹤0.01%
+14,674
2647
$379K ﹤0.01%
11,323
-58
2648
$379K ﹤0.01%
21,629
+6,058
2649
$378K ﹤0.01%
+2,871
2650
$378K ﹤0.01%
18,280
+713
104 105
106
107 108