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
1601
$1.42M ﹤0.01%
54,528
+16,991
1602
$1.42M ﹤0.01%
98,361
+63,360
1603
$1.42M ﹤0.01%
17,759
-63,668
1604
$1.42M ﹤0.01%
14,989
+368
1605
$1.42M ﹤0.01%
54,266
-8,065
1606
$1.42M ﹤0.01%
25,588
+3,998
1607
$1.41M ﹤0.01%
22,287
-9,210
1608
$1.41M ﹤0.01%
166,179
+22,940
1609
$1.41M ﹤0.01%
10,537
-1,444
1610
$1.41M ﹤0.01%
34,503
-4,964
1611
$1.41M ﹤0.01%
76,607
+39,934
1612
$1.41M ﹤0.01%
48,043
-197,131
1613
$1.4M ﹤0.01%
56,623
+48,864
1614
$1.4M ﹤0.01%
+20,828
1615
$1.4M ﹤0.01%
45,891
-3,118
1616
$1.4M ﹤0.01%
39,460
+1,228
1617
$1.39M ﹤0.01%
123,564
+8,671
1618
$1.39M ﹤0.01%
30,008
-775
1619
$1.39M ﹤0.01%
23,730
+757
1620
$1.39M ﹤0.01%
40,289
-6,274
1621
$1.38M ﹤0.01%
40,501
+620
1622
$1.38M ﹤0.01%
43,408
-4,466
1623
$1.38M ﹤0.01%
36,402
-42,996
1624
$1.38M ﹤0.01%
39,871
+3,658
1625
$1.37M ﹤0.01%
40,624
-6,175
63 64
65
66 67