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
3026
$242K ﹤0.01%
1,681
-290
3027
$242K ﹤0.01%
7,263
-1,272
3028
$242K ﹤0.01%
4,558
+36
3029
$241K ﹤0.01%
5,650
3030
$240K ﹤0.01%
10,043
-155
3031
$240K ﹤0.01%
11,014
-4,972
3032
$240K ﹤0.01%
1,397
-1,583
3033
$240K ﹤0.01%
3,622
3034
$240K ﹤0.01%
+6,634
3035
$239K ﹤0.01%
2,537
-80
3036
$239K ﹤0.01%
2,008
-3,219
3037
$239K ﹤0.01%
28,858
+1,618
3038
$238K ﹤0.01%
11,579
3039
$238K ﹤0.01%
12,929
-1,551
3040
$238K ﹤0.01%
4,628
-5
3041
$238K ﹤0.01%
+14,716
3042
$238K ﹤0.01%
44,856
-2,144
3043
$238K ﹤0.01%
25,725
+3,215
3044
$237K ﹤0.01%
5,733
+602
3045
$237K ﹤0.01%
+7,576
3046
$237K ﹤0.01%
1,404
-69
3047
$237K ﹤0.01%
33,437
+6,965
3048
$237K ﹤0.01%
16,771
-2,097
3049
$236K ﹤0.01%
9,874
+265
3050
$236K ﹤0.01%
+14,552
120 121
122
123 124