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
3076
$229K ﹤0.01%
10,202
+532
3077
$228K ﹤0.01%
+11,656
3078
$228K ﹤0.01%
15,402
+1,407
3079
$228K ﹤0.01%
4,781
+10
3080
$228K ﹤0.01%
5,141
-384
3081
$228K ﹤0.01%
5,789
-5
3082
$227K ﹤0.01%
+5,378
3083
$227K ﹤0.01%
3,759
-265
3084
$227K ﹤0.01%
+12,502
3085
$227K ﹤0.01%
2,625
+79
3086
$226K ﹤0.01%
4,561
-1,583
3087
$226K ﹤0.01%
18,688
-18,667
3088
$226K ﹤0.01%
8,396
-678
3089
$226K ﹤0.01%
+8,937
3090
$226K ﹤0.01%
6,405
-2,435
3091
$226K ﹤0.01%
2,705
-746
3092
$225K ﹤0.01%
26,356
+1,668
3093
$225K ﹤0.01%
2,187
+152
3094
$225K ﹤0.01%
+1,120
3095
$225K ﹤0.01%
24,708
+588
3096
$224K ﹤0.01%
19,173
3097
$224K ﹤0.01%
6,128
-299
3098
$224K ﹤0.01%
25,696
+28
3099
$224K ﹤0.01%
2,314
-1,499
3100
$224K ﹤0.01%
2,839
-299
122 123
124
125 126