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
2826
$301K ﹤0.01%
28,626
-2,341
2827
$301K ﹤0.01%
40,640
-1,229
2828
$301K ﹤0.01%
3,648
-58
2829
$300K ﹤0.01%
+3,542
2830
$300K ﹤0.01%
4,217
2831
$300K ﹤0.01%
5,304
-641
2832
$300K ﹤0.01%
11,796
+2,343
2833
$300K ﹤0.01%
11,602
+1,913
2834
$300K ﹤0.01%
2,315
-153
2835
$298K ﹤0.01%
13,922
+106
2836
$298K ﹤0.01%
5,690
+725
2837
$298K ﹤0.01%
11,502
-3,667
2838
$298K ﹤0.01%
2,124
+14
2839
$298K ﹤0.01%
53,346
-18,670
2840
$297K ﹤0.01%
5,842
-5,126
2841
$296K ﹤0.01%
+11,363
2842
$296K ﹤0.01%
18,772
-468
2843
$295K ﹤0.01%
5,798
-366
2844
$295K ﹤0.01%
3,421
-40,792
2845
$295K ﹤0.01%
10,413
-263
2846
$295K ﹤0.01%
1,452
2847
$295K ﹤0.01%
+11,241
2848
$292K ﹤0.01%
119,353
-3,711
2849
$292K ﹤0.01%
3,783
-3,876
2850
$292K ﹤0.01%
8,039
+63
112 113
114
115 116