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
1701
$1.23M ﹤0.01%
+40,428
1702
$1.23M ﹤0.01%
30,297
-8,003
1703
$1.23M ﹤0.01%
18,862
+3,967
1704
$1.23M ﹤0.01%
26,340
-1,672
1705
$1.23M ﹤0.01%
223,216
+3,601
1706
$1.23M ﹤0.01%
16,353
+2,267
1707
$1.22M ﹤0.01%
7,035
+317
1708
$1.22M ﹤0.01%
6,538
-63
1709
$1.22M ﹤0.01%
28,838
-1,271
1710
$1.22M ﹤0.01%
42,000
+7,959
1711
$1.22M ﹤0.01%
58,945
+4,023
1712
$1.22M ﹤0.01%
18,239
-742
1713
$1.22M ﹤0.01%
4,716
+3,193
1714
$1.22M ﹤0.01%
48,289
-2,260
1715
$1.22M ﹤0.01%
19,229
+572
1716
$1.22M ﹤0.01%
21,990
+6,422
1717
$1.22M ﹤0.01%
24,111
-635
1718
$1.22M ﹤0.01%
7,300
-597
1719
$1.22M ﹤0.01%
29,989
+61
1720
$1.22M ﹤0.01%
8,436
+2,067
1721
$1.21M ﹤0.01%
44,869
+33,194
1722
$1.21M ﹤0.01%
176,216
-3,808
1723
$1.21M ﹤0.01%
60,276
-8,782
1724
$1.21M ﹤0.01%
19,737
-7,755
1725
$1.21M ﹤0.01%
90,675
+1,448
67 68
69
70 71