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
3401
$32K ﹤0.01%
13,156
+1,981
3402
$31K ﹤0.01%
17,500
+5,000
3403
$30K ﹤0.01%
18,147
+465
3404
$27K ﹤0.01%
+27,000
3405
$27K ﹤0.01%
12,758
-1,250
3406
$27K ﹤0.01%
19,944
3407
$27K ﹤0.01%
12,961
3408
$26K ﹤0.01%
10,364
-9,111
3409
$26K ﹤0.01%
+1,329
3410
$26K ﹤0.01%
+10,000
3411
$26K ﹤0.01%
25,790
3412
$24K ﹤0.01%
10,000
-75
3413
$23K ﹤0.01%
11,344
-16,533
3414
$23K ﹤0.01%
+14,027
3415
$22K ﹤0.01%
20,000
3416
$22K ﹤0.01%
23,508
-2,200
3417
$21K ﹤0.01%
10,656
-4,926
3418
$21K ﹤0.01%
12,000
3419
$20K ﹤0.01%
+39,908
3420
$20K ﹤0.01%
22,280
3421
$19K ﹤0.01%
10,240
-273
3422
$19K ﹤0.01%
15,985
3423
$19K ﹤0.01%
13,319
-2,250
3424
$19K ﹤0.01%
37,174
+10,900
3425
$19K ﹤0.01%
+16,340
135 136
137
138 139