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
3176
$206K ﹤0.01%
+5,000
3177
$206K ﹤0.01%
+7,350
3178
$206K ﹤0.01%
+6,822
3179
$206K ﹤0.01%
8,090
+94
3180
$206K ﹤0.01%
15,655
+257
3181
$206K ﹤0.01%
18,190
-951
3182
$205K ﹤0.01%
1,518
+3
3183
$204K ﹤0.01%
+5,037
3184
$203K ﹤0.01%
21,442
+560
3185
$203K ﹤0.01%
12,966
-2,651
3186
$203K ﹤0.01%
+5,300
3187
$202K ﹤0.01%
3,441
+291
3188
$202K ﹤0.01%
+2,420
3189
$202K ﹤0.01%
+1,482
3190
$202K ﹤0.01%
5,765
-31
3191
$202K ﹤0.01%
+7,134
3192
$201K ﹤0.01%
+3,689
3193
$201K ﹤0.01%
22,334
-36,447
3194
$201K ﹤0.01%
21,832
-981
3195
$201K ﹤0.01%
+4,020
3196
$200K ﹤0.01%
+5,472
3197
$200K ﹤0.01%
+2,933
3198
$197K ﹤0.01%
+10,943
3199
$196K ﹤0.01%
24,271
-69
3200
$193K ﹤0.01%
11,745
+277
126 127
128
129 130