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
3301
$120K ﹤0.01%
13,191
3302
$119K ﹤0.01%
5,573
-481
3303
$118K ﹤0.01%
+54,500
3304
$118K ﹤0.01%
8,450
-362
3305
$118K ﹤0.01%
12,503
+253
3306
$118K ﹤0.01%
17,194
-374
3307
$117K ﹤0.01%
26,361
-14,398
3308
$117K ﹤0.01%
34,542
3309
$115K ﹤0.01%
21,673
+1,500
3310
$114K ﹤0.01%
20,210
+2,295
3311
$114K ﹤0.01%
29,731
-14,359
3312
$113K ﹤0.01%
25,957
+1,071
3313
$112K ﹤0.01%
16,855
+43
3314
$111K ﹤0.01%
+18,059
3315
$111K ﹤0.01%
18,354
+1,158
3316
$110K ﹤0.01%
86,347
+11,926
3317
$110K ﹤0.01%
11,093
-4,350
3318
$109K ﹤0.01%
12,234
-2,024
3319
$105K ﹤0.01%
14,521
+2,400
3320
$105K ﹤0.01%
12,252
3321
$105K ﹤0.01%
38,867
-9,355
3322
$105K ﹤0.01%
+26,729
3323
$104K ﹤0.01%
41,873
3324
$104K ﹤0.01%
28,530
3325
$103K ﹤0.01%
32,593
-31,299
131 132
133
134 135