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
3226
$172K ﹤0.01%
29,603
-1,975
3227
$168K ﹤0.01%
12,035
-3,894
3228
$167K ﹤0.01%
16,351
-954
3229
$166K ﹤0.01%
30,595
-336
3230
$165K ﹤0.01%
+10,453
3231
$165K ﹤0.01%
10,307
-2,447
3232
$165K ﹤0.01%
16,061
+2,434
3233
$164K ﹤0.01%
+14,368
3234
$161K ﹤0.01%
19,123
-1,474
3235
$161K ﹤0.01%
10,638
+638
3236
$161K ﹤0.01%
18,803
-30,443
3237
$160K ﹤0.01%
13,667
-47
3238
$159K ﹤0.01%
17,406
-61,382
3239
$157K ﹤0.01%
22,625
-12,018
3240
$156K ﹤0.01%
13,199
-946
3241
$155K ﹤0.01%
18,141
+1,359
3242
$155K ﹤0.01%
15,392
+2,685
3243
$154K ﹤0.01%
15,267
+3,485
3244
$154K ﹤0.01%
12,867
-329
3245
$154K ﹤0.01%
28,487
+1,154
3246
$154K ﹤0.01%
13,939
3247
$153K ﹤0.01%
118,585
+3,865
3248
$152K ﹤0.01%
+11,282
3249
$152K ﹤0.01%
13,004
+2,607
3250
$152K ﹤0.01%
103,110
-451
128 129
130
131 132