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
1576
$1.48M ﹤0.01%
+59,989
1577
$1.48M ﹤0.01%
343,073
-35,104
1578
$1.48M ﹤0.01%
19,563
-26,230
1579
$1.47M ﹤0.01%
1,209
+49
1580
$1.47M ﹤0.01%
34,689
-16,352
1581
$1.47M ﹤0.01%
13,349
-5,111
1582
$1.47M ﹤0.01%
24,945
-4,051
1583
$1.47M ﹤0.01%
23,961
+4,546
1584
$1.46M ﹤0.01%
30,188
+4,004
1585
$1.46M ﹤0.01%
176,197
+12,422
1586
$1.46M ﹤0.01%
85,142
-2,027
1587
$1.46M ﹤0.01%
38,364
+3,287
1588
$1.46M ﹤0.01%
27,952
-3,581
1589
$1.45M ﹤0.01%
44,658
-408
1590
$1.45M ﹤0.01%
9,328
-1,957
1591
$1.45M ﹤0.01%
37,999
+6,465
1592
$1.45M ﹤0.01%
37,384
-5,319
1593
$1.44M ﹤0.01%
56,101
-4,277
1594
$1.44M ﹤0.01%
+24,823
1595
$1.44M ﹤0.01%
30,971
-1,237
1596
$1.44M ﹤0.01%
+26,419
1597
$1.44M ﹤0.01%
29,750
+11,611
1598
$1.43M ﹤0.01%
27,680
+2,191
1599
$1.43M ﹤0.01%
56,989
-15,295
1600
$1.43M ﹤0.01%
34,102
+14,775
62 63
64
65 66