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
2801
$312K ﹤0.01%
4,794
-39,329
2802
$311K ﹤0.01%
1,983
-146
2803
$310K ﹤0.01%
15,132
+4,117
2804
$310K ﹤0.01%
18,729
+6,547
2805
$309K ﹤0.01%
10,363
+333
2806
$308K ﹤0.01%
4,617
-109
2807
$308K ﹤0.01%
+11,338
2808
$308K ﹤0.01%
30,489
-41,405
2809
$308K ﹤0.01%
20,706
-2,965
2810
$307K ﹤0.01%
177,340
-1,596
2811
$307K ﹤0.01%
+8,102
2812
$307K ﹤0.01%
50,008
+14,098
2813
$306K ﹤0.01%
12,921
+3,818
2814
$305K ﹤0.01%
9,600
-527
2815
$305K ﹤0.01%
+5,650
2816
$305K ﹤0.01%
1,972
+554
2817
$305K ﹤0.01%
4,712
-710
2818
$304K ﹤0.01%
50,558
+800
2819
$304K ﹤0.01%
43,512
+2,045
2820
$304K ﹤0.01%
120,955
-34,186
2821
$303K ﹤0.01%
7,822
-11,179
2822
$303K ﹤0.01%
3,278
+440
2823
$303K ﹤0.01%
6,606
-513
2824
$302K ﹤0.01%
7,227
-91
2825
$302K ﹤0.01%
+21,337
111 112
113
114 115