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
2726
$347K ﹤0.01%
+4,589
2727
$347K ﹤0.01%
39,650
-6,431
2728
$346K ﹤0.01%
2,914
-642
2729
$346K ﹤0.01%
5,716
-286
2730
$346K ﹤0.01%
+1,377
2731
$346K ﹤0.01%
27,208
+60
2732
$346K ﹤0.01%
24,093
-3,276
2733
$345K ﹤0.01%
126,935
-7,731
2734
$345K ﹤0.01%
12,784
2735
$344K ﹤0.01%
163
+5
2736
$343K ﹤0.01%
29,208
+20
2737
$343K ﹤0.01%
4,784
-177
2738
$342K ﹤0.01%
6,442
2739
$341K ﹤0.01%
3,549
-71
2740
$341K ﹤0.01%
8,014
-16,294
2741
$340K ﹤0.01%
11,262
+60
2742
$340K ﹤0.01%
16,149
-16,082
2743
$340K ﹤0.01%
8,459
-200
2744
$340K ﹤0.01%
5,011
-656
2745
$339K ﹤0.01%
4,318
+18
2746
$338K ﹤0.01%
9,704
+677
2747
$337K ﹤0.01%
11,349
+1,415
2748
$337K ﹤0.01%
4,645
-1,462
2749
$337K ﹤0.01%
22,264
2750
$336K ﹤0.01%
7,031
-2,530
108 109
110
111 112