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
1676
$1.27M ﹤0.01%
40,488
+19
1677
$1.27M ﹤0.01%
59,027
-108
1678
$1.27M ﹤0.01%
15,629
-20,945
1679
$1.27M ﹤0.01%
18,752
+4,532
1680
$1.27M ﹤0.01%
37,057
+1,041
1681
$1.27M ﹤0.01%
44,067
-13,596
1682
$1.26M ﹤0.01%
53,611
+1,062
1683
$1.26M ﹤0.01%
31,899
+1,987
1684
$1.26M ﹤0.01%
89,831
-162,743
1685
$1.26M ﹤0.01%
+18,783
1686
$1.26M ﹤0.01%
16,149
+405
1687
$1.26M ﹤0.01%
31,379
+2,441
1688
$1.26M ﹤0.01%
7,567
+176
1689
$1.26M ﹤0.01%
24,057
+170
1690
$1.26M ﹤0.01%
31,175
+3,606
1691
$1.25M ﹤0.01%
33,504
+4,256
1692
$1.25M ﹤0.01%
15,423
+10,931
1693
$1.25M ﹤0.01%
3,741
+48
1694
$1.24M ﹤0.01%
16,176
-419
1695
$1.24M ﹤0.01%
33,208
-4,949
1696
$1.24M ﹤0.01%
24,088
+1,347
1697
$1.24M ﹤0.01%
9,829
+1,157
1698
$1.24M ﹤0.01%
6,269
-530
1699
$1.23M ﹤0.01%
4,322
-103
1700
$1.23M ﹤0.01%
114,076
-12,424
66 67
68
69 70