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
3201
$192K ﹤0.01%
20,448
-18,461
3202
$191K ﹤0.01%
13,525
+1,166
3203
$190K ﹤0.01%
18,803
-1,342
3204
$188K ﹤0.01%
15,792
-484
3205
$188K ﹤0.01%
14,603
-779
3206
$187K ﹤0.01%
19,804
-4,896
3207
$186K ﹤0.01%
16,116
-43,755
3208
$186K ﹤0.01%
12,637
-2,170
3209
$185K ﹤0.01%
22,932
+2,102
3210
$185K ﹤0.01%
17,507
-1,664
3211
$184K ﹤0.01%
45,875
+599
3212
$183K ﹤0.01%
+10,446
3213
$181K ﹤0.01%
20,970
+2,270
3214
$181K ﹤0.01%
12,913
+1,443
3215
$181K ﹤0.01%
84,895
+18,207
3216
$180K ﹤0.01%
+10,024
3217
$180K ﹤0.01%
14,000
-188,807
3218
$179K ﹤0.01%
19,761
-7
3219
$179K ﹤0.01%
10,634
-1,083
3220
$178K ﹤0.01%
13,299
-246
3221
$175K ﹤0.01%
34,159
+7,651
3222
$174K ﹤0.01%
10,277
-1,100
3223
$174K ﹤0.01%
11,987
-2,669
3224
$173K ﹤0.01%
16,042
-581
3225
$173K ﹤0.01%
12,218
+251
127 128
129
130 131