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
2976
$258K ﹤0.01%
19,089
+4,230
2977
$258K ﹤0.01%
23,923
-22,164
2978
$257K ﹤0.01%
10,774
+182
2979
$256K ﹤0.01%
3,388
-1,550
2980
$256K ﹤0.01%
5,041
-7,827
2981
$256K ﹤0.01%
3,874
-1,347
2982
$255K ﹤0.01%
+16,838
2983
$255K ﹤0.01%
+6,145
2984
$255K ﹤0.01%
34,618
+2,000
2985
$255K ﹤0.01%
7,572
-82
2986
$254K ﹤0.01%
5,591
+20
2987
$254K ﹤0.01%
+8,273
2988
$253K ﹤0.01%
10,793
+1,041
2989
$253K ﹤0.01%
12,079
-777
2990
$252K ﹤0.01%
3,285
-379
2991
$252K ﹤0.01%
+9,024
2992
$252K ﹤0.01%
31,346
+18
2993
$251K ﹤0.01%
+13,628
2994
$251K ﹤0.01%
28,930
-7,678
2995
$251K ﹤0.01%
+10,792
2996
$251K ﹤0.01%
28,850
-5,918
2997
$250K ﹤0.01%
10,902
-183
2998
$250K ﹤0.01%
+2,332
2999
$249K ﹤0.01%
8,124
-1,208
3000
$248K ﹤0.01%
2,093
-6
118 119
120
121 122