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
3326
$102K ﹤0.01%
11,024
+25
3327
$101K ﹤0.01%
15,290
+27
3328
$99K ﹤0.01%
12,698
+795
3329
$99K ﹤0.01%
18,005
-3,246
3330
$99K ﹤0.01%
14,821
+4,204
3331
$96K ﹤0.01%
11,698
-2
3332
$96K ﹤0.01%
14,696
3333
$94K ﹤0.01%
85,680
+17,026
3334
$92K ﹤0.01%
12,269
3335
$91K ﹤0.01%
25,714
+72
3336
$88K ﹤0.01%
23,048
-5,282
3337
$87K ﹤0.01%
19,148
+2,250
3338
$86K ﹤0.01%
11,094
-3,773
3339
$85K ﹤0.01%
11,856
-2,618
3340
$84K ﹤0.01%
+19,957
3341
$83K ﹤0.01%
11,299
-14,494
3342
$80K ﹤0.01%
10,360
-2,370
3343
$79K ﹤0.01%
26,524
+37
3344
$79K ﹤0.01%
15,688
+2,388
3345
$78K ﹤0.01%
15,554
3346
$75K ﹤0.01%
14,300
3347
$74K ﹤0.01%
13,138
-1,535
3348
$74K ﹤0.01%
58,988
+8,779
3349
$73K ﹤0.01%
13,030
-1,360
3350
$73K ﹤0.01%
10,488
-6,103
132 133
134
135 136