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
1626
$1.37M ﹤0.01%
19,507
-2,292
1627
$1.36M ﹤0.01%
4,004
-13
1628
$1.36M ﹤0.01%
20,422
+76
1629
$1.36M ﹤0.01%
57,274
+3,073
1630
$1.36M ﹤0.01%
72,656
-1,080
1631
$1.36M ﹤0.01%
46,970
+20,337
1632
$1.36M ﹤0.01%
72,195
+3,871
1633
$1.36M ﹤0.01%
38,083
-816
1634
$1.36M ﹤0.01%
32,993
-417
1635
$1.35M ﹤0.01%
9,837
-1,869
1636
$1.35M ﹤0.01%
19,168
+3,146
1637
$1.35M ﹤0.01%
112,940
+7,244
1638
$1.35M ﹤0.01%
34,275
+9,973
1639
$1.35M ﹤0.01%
30,865
+3,216
1640
$1.35M ﹤0.01%
28,119
-489
1641
$1.35M ﹤0.01%
36,424
+21,731
1642
$1.34M ﹤0.01%
159,532
+3,403
1643
$1.34M ﹤0.01%
17,216
+1,696
1644
$1.34M ﹤0.01%
41,738
-1,211
1645
$1.33M ﹤0.01%
13,415
+8,296
1646
$1.33M ﹤0.01%
51,325
+639
1647
$1.33M ﹤0.01%
5,403
-171
1648
$1.33M ﹤0.01%
10,570
+4,540
1649
$1.33M ﹤0.01%
34,794
-88,120
1650
$1.32M ﹤0.01%
46,097
+24,732
64 65
66
67 68