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
3101
$223K ﹤0.01%
11,260
+260
3102
$223K ﹤0.01%
2,424
+66
3103
$223K ﹤0.01%
6,641
+471
3104
$223K ﹤0.01%
6,300
3105
$222K ﹤0.01%
4,042
+60
3106
$221K ﹤0.01%
24,995
+1,386
3107
$221K ﹤0.01%
22,231
-2,433
3108
$221K ﹤0.01%
+1,030
3109
$221K ﹤0.01%
39,105
-11,322
3110
$220K ﹤0.01%
3,872
-2,280
3111
$220K ﹤0.01%
+5,430
3112
$219K ﹤0.01%
+8,718
3113
$219K ﹤0.01%
3,465
+13
3114
$219K ﹤0.01%
13,122
-5,976
3115
$219K ﹤0.01%
10,304
-23,154
3116
$218K ﹤0.01%
+4,990
3117
$218K ﹤0.01%
5,645
3118
$218K ﹤0.01%
+4,030
3119
$218K ﹤0.01%
+4,699
3120
$217K ﹤0.01%
7,884
3121
$217K ﹤0.01%
3,303
+49
3122
$217K ﹤0.01%
4,905
+1
3123
$217K ﹤0.01%
2,939
+24
3124
$217K ﹤0.01%
4,997
+16
3125
$217K ﹤0.01%
11,331
+1,193
123 124
125
126 127