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
2751
$336K ﹤0.01%
3,066
-597
2752
$335K ﹤0.01%
39,235
+6,131
2753
$334K ﹤0.01%
8,052
-362
2754
$334K ﹤0.01%
4,653
-233
2755
$334K ﹤0.01%
27,534
-34,646
2756
$333K ﹤0.01%
1,803
-175
2757
$332K ﹤0.01%
+11,652
2758
$332K ﹤0.01%
26,526
+792
2759
$332K ﹤0.01%
+12,053
2760
$332K ﹤0.01%
+22,064
2761
$331K ﹤0.01%
18,507
+1,388
2762
$331K ﹤0.01%
3,592
-359
2763
$331K ﹤0.01%
+12,972
2764
$330K ﹤0.01%
7,224
-3,846
2765
$328K ﹤0.01%
3,880
-5,477
2766
$328K ﹤0.01%
18,476
-65,221
2767
$328K ﹤0.01%
+8,400
2768
$327K ﹤0.01%
10,229
+861
2769
$327K ﹤0.01%
5,917
-715
2770
$326K ﹤0.01%
4,511
-701
2771
$326K ﹤0.01%
5,257
-100
2772
$325K ﹤0.01%
3,632
+24
2773
$325K ﹤0.01%
29,051
2774
$324K ﹤0.01%
+19,831
2775
$322K ﹤0.01%
6,365
+1,400
109 110
111
112 113