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
2776
$322K ﹤0.01%
1,923
+409
2777
$322K ﹤0.01%
1,797
-195
2778
$321K ﹤0.01%
3,574
+133
2779
$320K ﹤0.01%
1,536
-470
2780
$320K ﹤0.01%
3,456
+1,006
2781
$320K ﹤0.01%
+33,609
2782
$320K ﹤0.01%
15,709
+956
2783
$320K ﹤0.01%
3,086
+128
2784
$320K ﹤0.01%
10,979
-365
2785
$319K ﹤0.01%
16,267
+1,250
2786
$319K ﹤0.01%
2,415
-578
2787
$319K ﹤0.01%
6,499
-1,378
2788
$318K ﹤0.01%
30,699
-1,795
2789
$318K ﹤0.01%
+3,430
2790
$318K ﹤0.01%
3,864
-2,656
2791
$317K ﹤0.01%
3,023
-187
2792
$317K ﹤0.01%
14,745
+1,551
2793
$316K ﹤0.01%
5,757
+112
2794
$316K ﹤0.01%
71,326
+366
2795
$315K ﹤0.01%
27,996
+2,507
2796
$314K ﹤0.01%
4,854
+9
2797
$314K ﹤0.01%
3,677
+1,361
2798
$314K ﹤0.01%
33,908
+696
2799
$313K ﹤0.01%
12,013
-602
2800
$313K ﹤0.01%
18,068
+41
110 111
112
113 114