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
3126
$216K ﹤0.01%
15,113
-1,455
3127
$216K ﹤0.01%
1,239
-43
3128
$216K ﹤0.01%
1,305
+13
3129
$216K ﹤0.01%
+7,069
3130
$215K ﹤0.01%
34,175
+17,554
3131
$215K ﹤0.01%
+11,414
3132
$215K ﹤0.01%
4,159
+307
3133
$215K ﹤0.01%
+12,993
3134
$215K ﹤0.01%
+4,050
3135
$215K ﹤0.01%
5,730
3136
$215K ﹤0.01%
9,088
+101
3137
$214K ﹤0.01%
5,661
3138
$214K ﹤0.01%
+7,113
3139
$214K ﹤0.01%
3,583
3140
$214K ﹤0.01%
7,635
+12
3141
$214K ﹤0.01%
7,609
+672
3142
$214K ﹤0.01%
6,033
-3,300
3143
$213K ﹤0.01%
20,750
-3,827
3144
$213K ﹤0.01%
6,826
-978
3145
$213K ﹤0.01%
3,638
+303
3146
$213K ﹤0.01%
+4,688
3147
$213K ﹤0.01%
+4,539
3148
$212K ﹤0.01%
+1,549
3149
$212K ﹤0.01%
+3,464
3150
$212K ﹤0.01%
7,020
-761
124 125
126
127 128