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
3426
$18K ﹤0.01%
20,176
-17,820
3427
$18K ﹤0.01%
+11,525
3428
$17K ﹤0.01%
13,020
-25
3429
$17K ﹤0.01%
+23,613
3430
$17K ﹤0.01%
50,627
-48,420
3431
$16K ﹤0.01%
10,367
-1,300
3432
$16K ﹤0.01%
19,941
+15
3433
$16K ﹤0.01%
16,682
-1,900
3434
$14K ﹤0.01%
+888
3435
$14K ﹤0.01%
2,378
3436
$14K ﹤0.01%
16,000
3437
$14K ﹤0.01%
1,144
-254
3438
$14K ﹤0.01%
35,598
3439
$13K ﹤0.01%
1,003
-3
3440
$12K ﹤0.01%
20,104
3441
$11K ﹤0.01%
10,712
-13
3442
$10K ﹤0.01%
10,500
3443
$10K ﹤0.01%
+10,000
3444
$8K ﹤0.01%
1,302
3445
$8K ﹤0.01%
+228
3446
$8K ﹤0.01%
10,133
-315
3447
$8K ﹤0.01%
1,150
3448
$7K ﹤0.01%
10,000
3449
$7K ﹤0.01%
+206
3450
$6K ﹤0.01%
75
-34
136 137
138
139 140