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
2851
$292K ﹤0.01%
10,428
-21,002
2852
$292K ﹤0.01%
+1,966
2853
$292K ﹤0.01%
+10,870
2854
$291K ﹤0.01%
91,829
-32,965
2855
$291K ﹤0.01%
11,809
+2,990
2856
$291K ﹤0.01%
17,929
-351
2857
$291K ﹤0.01%
7,550
+2,170
2858
$290K ﹤0.01%
28,988
-1,300
2859
$290K ﹤0.01%
+37,701
2860
$290K ﹤0.01%
10,949
-8,206
2861
$290K ﹤0.01%
12,180
2862
$290K ﹤0.01%
9,920
-407
2863
$289K ﹤0.01%
14,229
-2,104
2864
$288K ﹤0.01%
62,050
+130
2865
$288K ﹤0.01%
23,678
+7,464
2866
$288K ﹤0.01%
4,466
-145
2867
$288K ﹤0.01%
1,644
-11
2868
$288K ﹤0.01%
13,403
-1,626
2869
$286K ﹤0.01%
1,224
-12,585
2870
$286K ﹤0.01%
6,572
+638
2871
$286K ﹤0.01%
21,935
+2,623
2872
$285K ﹤0.01%
6,174
2873
$285K ﹤0.01%
+4,796
2874
$285K ﹤0.01%
1,260
-12,523
2875
$285K ﹤0.01%
23,656
+128
113 114
115
116 117