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
2876
$284K ﹤0.01%
2,444
-257
2877
$284K ﹤0.01%
+3,271
2878
$284K ﹤0.01%
8,926
-348
2879
$283K ﹤0.01%
25,337
-650
2880
$283K ﹤0.01%
3,337
-288
2881
$283K ﹤0.01%
6,323
-169
2882
$282K ﹤0.01%
+26,723
2883
$282K ﹤0.01%
3,180
-380
2884
$282K ﹤0.01%
26,915
-1,989
2885
$282K ﹤0.01%
5,389
+294
2886
$282K ﹤0.01%
2,261
+35
2887
$282K ﹤0.01%
10,338
-5,790
2888
$282K ﹤0.01%
+12,000
2889
$281K ﹤0.01%
2,591
-157
2890
$281K ﹤0.01%
16,606
+1,908
2891
$280K ﹤0.01%
3,383
-240
2892
$280K ﹤0.01%
6,400
-169
2893
$277K ﹤0.01%
15,453
-8,311
2894
$277K ﹤0.01%
9,742
+85
2895
$276K ﹤0.01%
9,726
-1,076
2896
$276K ﹤0.01%
+4,124
2897
$276K ﹤0.01%
+3,342
2898
$276K ﹤0.01%
12,670
+1,818
2899
$276K ﹤0.01%
18,894
-232
2900
$276K ﹤0.01%
3,320
+435
114 115
116
117 118