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
3276
$133K ﹤0.01%
99,709
-38,846
3277
$132K ﹤0.01%
11,509
-2,275
3278
$131K ﹤0.01%
34,602
-4,466
3279
$131K ﹤0.01%
17,973
+815
3280
$130K ﹤0.01%
83,395
+34,400
3281
$130K ﹤0.01%
17,408
-3,903
3282
$129K ﹤0.01%
30,527
-994
3283
$128K ﹤0.01%
14,108
+1,200
3284
$128K ﹤0.01%
10,062
3285
$128K ﹤0.01%
12,837
-14,900
3286
$128K ﹤0.01%
17,129
-991
3287
$126K ﹤0.01%
103,759
-65,622
3288
$126K ﹤0.01%
13,130
-5,280
3289
$125K ﹤0.01%
+10,395
3290
$124K ﹤0.01%
25,000
3291
$123K ﹤0.01%
48,913
+14,690
3292
$123K ﹤0.01%
16,230
-21,140
3293
$123K ﹤0.01%
41,497
-14,070
3294
$122K ﹤0.01%
12,374
+2,173
3295
$122K ﹤0.01%
12,067
-434
3296
$122K ﹤0.01%
20,825
+1,499
3297
$121K ﹤0.01%
11,740
+171
3298
$120K ﹤0.01%
+10,717
3299
$120K ﹤0.01%
20,890
-904
3300
$120K ﹤0.01%
33,398
130 131
132
133 134