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
3251
$151K ﹤0.01%
39,584
-4,327
3252
$151K ﹤0.01%
11,800
-13,039
3253
$151K ﹤0.01%
27,832
-716
3254
$151K ﹤0.01%
+11,476
3255
$150K ﹤0.01%
18,522
-575
3256
$148K ﹤0.01%
18,340
+3,840
3257
$147K ﹤0.01%
166,889
+19,139
3258
$146K ﹤0.01%
11,708
-213
3259
$143K ﹤0.01%
12,187
+979
3260
$143K ﹤0.01%
+12,607
3261
$142K ﹤0.01%
15,375
+87
3262
$142K ﹤0.01%
24,810
3263
$141K ﹤0.01%
10,590
+279
3264
$141K ﹤0.01%
60,366
+3,190
3265
$140K ﹤0.01%
11,400
-3,600
3266
$140K ﹤0.01%
63,992
-4,819
3267
$140K ﹤0.01%
+10,400
3268
$139K ﹤0.01%
12,596
+527
3269
$139K ﹤0.01%
+891
3270
$137K ﹤0.01%
28,286
+1,604
3271
$136K ﹤0.01%
+47,236
3272
$135K ﹤0.01%
15,018
-2,270
3273
$134K ﹤0.01%
+13,051
3274
$134K ﹤0.01%
11,600
-3,300
3275
$134K ﹤0.01%
+12,966
129 130
131
132 133