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
3351
$73K ﹤0.01%
19,807
+781
3352
$71K ﹤0.01%
12,247
-723
3353
$70K ﹤0.01%
17,240
-1,054
3354
$70K ﹤0.01%
13,484
-1,750
3355
$68K ﹤0.01%
+13,046
3356
$68K ﹤0.01%
22,509
+8,384
3357
$66K ﹤0.01%
48,096
+32,300
3358
$65K ﹤0.01%
31,250
+250
3359
$65K ﹤0.01%
11,609
+179
3360
$63K ﹤0.01%
18,741
3361
$63K ﹤0.01%
23,930
-1,242
3362
$61K ﹤0.01%
22,877
-235
3363
$60K ﹤0.01%
31,635
3364
$60K ﹤0.01%
18,191
-2,868
3365
$59K ﹤0.01%
29,029
-1,073
3366
$58K ﹤0.01%
11,475
+1,180
3367
$57K ﹤0.01%
11,200
-200
3368
$57K ﹤0.01%
17,973
+47
3369
$56K ﹤0.01%
+17,278
3370
$54K ﹤0.01%
13,910
-269
3371
$54K ﹤0.01%
27,957
3372
$53K ﹤0.01%
1,713
+566
3373
$52K ﹤0.01%
12,784
+123
3374
$49K ﹤0.01%
29,097
-8,374
3375
$49K ﹤0.01%
+14,861
133 134
135
136 137