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
2951
$262K ﹤0.01%
4,788
-1,159
2952
$262K ﹤0.01%
69,453
+7,725
2953
$262K ﹤0.01%
8,197
-646
2954
$262K ﹤0.01%
10,152
+3,038
2955
$262K ﹤0.01%
11,099
+200
2956
$262K ﹤0.01%
7,695
+908
2957
$261K ﹤0.01%
14,151
+4,940
2958
$261K ﹤0.01%
2,387
-558
2959
$261K ﹤0.01%
54,164
-75,100
2960
$261K ﹤0.01%
5,021
-1,611
2961
$261K ﹤0.01%
32,512
-10,428
2962
$261K ﹤0.01%
4,798
-210
2963
$261K ﹤0.01%
+2,592
2964
$261K ﹤0.01%
11,433
-88
2965
$260K ﹤0.01%
1,954
+11
2966
$260K ﹤0.01%
33,023
-499
2967
$260K ﹤0.01%
22,912
-27,950
2968
$260K ﹤0.01%
3,508
+53
2969
$259K ﹤0.01%
6,836
+210
2970
$259K ﹤0.01%
9,894
-8,233
2971
$259K ﹤0.01%
21,346
+519
2972
$259K ﹤0.01%
28,215
-1,477
2973
$259K ﹤0.01%
8,559
+1,301
2974
$259K ﹤0.01%
+4,097
2975
$259K ﹤0.01%
153,484
+60,200
117 118
119
120 121