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
2651
$378K ﹤0.01%
37,024
+9,777
2652
$377K ﹤0.01%
24,046
-16,035
2653
$376K ﹤0.01%
10,200
-3,765
2654
$376K ﹤0.01%
8,522
-433
2655
$376K ﹤0.01%
5,625
+521
2656
$376K ﹤0.01%
57,533
+12,558
2657
$376K ﹤0.01%
6,195
2658
$375K ﹤0.01%
+13,904
2659
$375K ﹤0.01%
12,449
+2,520
2660
$374K ﹤0.01%
29,009
-4,107
2661
$373K ﹤0.01%
3,907
+81
2662
$373K ﹤0.01%
2,881
-2,180
2663
$372K ﹤0.01%
48,350
2664
$372K ﹤0.01%
18,779
-9,713
2665
$372K ﹤0.01%
19,984
-831
2666
$370K ﹤0.01%
13,637
-223
2667
$369K ﹤0.01%
10,913
-220
2668
$369K ﹤0.01%
+10,354
2669
$368K ﹤0.01%
7,263
+2,040
2670
$367K ﹤0.01%
19,025
-1,911
2671
$366K ﹤0.01%
68,469
+12,763
2672
$366K ﹤0.01%
+8,358
2673
$366K ﹤0.01%
22,649
-3,871
2674
$365K ﹤0.01%
+8,710
2675
$365K ﹤0.01%
9,410
+1,478
105 106
107
108 109