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
1776
$1.12M ﹤0.01%
10,633
+766
1777
$1.12M ﹤0.01%
30,941
-2,097
1778
$1.12M ﹤0.01%
13,272
-3,582
1779
$1.12M ﹤0.01%
19,301
-861
1780
$1.12M ﹤0.01%
50,203
+7,458
1781
$1.12M ﹤0.01%
12,591
-2,634
1782
$1.11M ﹤0.01%
20,422
+163
1783
$1.11M ﹤0.01%
37,554
+3,873
1784
$1.11M ﹤0.01%
58,336
+48,257
1785
$1.11M ﹤0.01%
35,445
-11,798
1786
$1.11M ﹤0.01%
25,611
-5,346
1787
$1.11M ﹤0.01%
7,634
-233
1788
$1.11M ﹤0.01%
48,522
+24,739
1789
$1.1M ﹤0.01%
11,332
-2,564
1790
$1.1M ﹤0.01%
30,363
-1,447
1791
$1.1M ﹤0.01%
6,861
-499
1792
$1.1M ﹤0.01%
10,938
+1,354
1793
$1.1M ﹤0.01%
18,711
-794
1794
$1.1M ﹤0.01%
29,987
+13,575
1795
$1.1M ﹤0.01%
112,011
-86,677
1796
$1.1M ﹤0.01%
37,923
+5,162
1797
$1.1M ﹤0.01%
89,494
+10,720
1798
$1.1M ﹤0.01%
25,376
-21,284
1799
$1.1M ﹤0.01%
134,944
+13,566
1800
$1.1M ﹤0.01%
2,360
+1,104
70 71
72
73 74