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
1651
$1.32M ﹤0.01%
20,534
+3,380
1652
$1.32M ﹤0.01%
19,953
+2,015
1653
$1.32M ﹤0.01%
57,483
-2,122
1654
$1.32M ﹤0.01%
11,365
-1,887
1655
$1.32M ﹤0.01%
16,426
-520
1656
$1.31M ﹤0.01%
9,068
-172
1657
$1.31M ﹤0.01%
40,410
+40
1658
$1.31M ﹤0.01%
10,621
+609
1659
$1.31M ﹤0.01%
19,788
-3,742
1660
$1.3M ﹤0.01%
17,386
+10,465
1661
$1.3M ﹤0.01%
21,778
+707
1662
$1.3M ﹤0.01%
12,256
+272
1663
$1.3M ﹤0.01%
+52,933
1664
$1.3M ﹤0.01%
106,807
+8,792
1665
$1.29M ﹤0.01%
48,709
+6,089
1666
$1.29M ﹤0.01%
59,581
-1,500
1667
$1.29M ﹤0.01%
+25,214
1668
$1.29M ﹤0.01%
9,816
-138
1669
$1.28M ﹤0.01%
328,112
+13,662
1670
$1.28M ﹤0.01%
2,648
-406
1671
$1.28M ﹤0.01%
23,175
-1,900
1672
$1.28M ﹤0.01%
33,800
-9
1673
$1.28M ﹤0.01%
95,996
+2,791
1674
$1.28M ﹤0.01%
7,513
-2,630
1675
$1.27M ﹤0.01%
10,116
+962
65 66
67
68 69