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
3376
$48K ﹤0.01%
24,379
3377
$48K ﹤0.01%
19,275
-10,963
3378
$48K ﹤0.01%
+16,150
3379
$47K ﹤0.01%
1,847
-7
3380
$47K ﹤0.01%
22,944
3381
$47K ﹤0.01%
14,047
-1,098
3382
$47K ﹤0.01%
32,592
3383
$46K ﹤0.01%
16,016
+1,411
3384
$46K ﹤0.01%
12,516
-9,371
3385
$43K ﹤0.01%
19,956
+364
3386
$43K ﹤0.01%
+12,111
3387
$42K ﹤0.01%
12,387
-1,572
3388
$42K ﹤0.01%
16,462
-262
3389
$41K ﹤0.01%
23,490
-15
3390
$39K ﹤0.01%
14,099
-7,510
3391
$38K ﹤0.01%
29,252
+5,264
3392
$38K ﹤0.01%
+11,130
3393
$38K ﹤0.01%
23,711
+1,705
3394
$37K ﹤0.01%
+24,988
3395
$36K ﹤0.01%
+21,863
3396
$36K ﹤0.01%
+23,000
3397
$36K ﹤0.01%
+16,290
3398
$35K ﹤0.01%
13,285
+108
3399
$32K ﹤0.01%
22,969
-19,902
3400
$32K ﹤0.01%
20,860
+3,640
134 135
136
137 138