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
2676
$364K ﹤0.01%
8,006
2677
$364K ﹤0.01%
10,574
+84
2678
$364K ﹤0.01%
1,943
-63
2679
$363K ﹤0.01%
+14,791
2680
$363K ﹤0.01%
4,283
-474
2681
$363K ﹤0.01%
9,014
2682
$363K ﹤0.01%
20,327
+7,362
2683
$362K ﹤0.01%
4,543
-783
2684
$361K ﹤0.01%
81,096
+11,736
2685
$361K ﹤0.01%
16,398
+3,150
2686
$361K ﹤0.01%
5,038
-614
2687
$361K ﹤0.01%
10,709
-1,060
2688
$360K ﹤0.01%
66,920
-11,819
2689
$360K ﹤0.01%
11,290
-1,445
2690
$360K ﹤0.01%
7,979
-876
2691
$360K ﹤0.01%
7,940
+4
2692
$360K ﹤0.01%
17,136
-2,599
2693
$359K ﹤0.01%
14,414
+3,620
2694
$359K ﹤0.01%
+2,711
2695
$358K ﹤0.01%
23,903
+3,693
2696
$358K ﹤0.01%
20,748
+7,392
2697
$358K ﹤0.01%
2,011
-255
2698
$357K ﹤0.01%
17,282
-16
2699
$356K ﹤0.01%
6,875
+283
2700
$356K ﹤0.01%
8,595
-265
106 107
108
109 110