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
3151
$212K ﹤0.01%
+2,739
3152
$212K ﹤0.01%
2,818
-678
3153
$212K ﹤0.01%
+3,962
3154
$212K ﹤0.01%
+960
3155
$212K ﹤0.01%
6,819
3156
$211K ﹤0.01%
3,470
+23
3157
$211K ﹤0.01%
55,493
3158
$211K ﹤0.01%
2,923
+412
3159
$211K ﹤0.01%
4,266
-18,934
3160
$211K ﹤0.01%
10,051
-1,100
3161
$210K ﹤0.01%
4,511
-543
3162
$210K ﹤0.01%
5,102
-898
3163
$210K ﹤0.01%
3,120
+109
3164
$210K ﹤0.01%
+7,349
3165
$210K ﹤0.01%
3,278
+3
3166
$210K ﹤0.01%
44,255
-1,987
3167
$209K ﹤0.01%
2,159
-24
3168
$209K ﹤0.01%
7,877
-20,850
3169
$209K ﹤0.01%
6,927
-590
3170
$209K ﹤0.01%
+6,491
3171
$208K ﹤0.01%
8,677
-524
3172
$207K ﹤0.01%
+971
3173
$207K ﹤0.01%
4,938
-6,200
3174
$207K ﹤0.01%
21,387
-441
3175
$207K ﹤0.01%
34,615
+2,039
125 126
127
128 129