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
1801
$1.09M ﹤0.01%
35,955
-17,194
1802
$1.09M ﹤0.01%
6,970
+9
1803
$1.09M ﹤0.01%
53,968
-10,179
1804
$1.09M ﹤0.01%
+47,503
1805
$1.09M ﹤0.01%
31,656
+5,012
1806
$1.09M ﹤0.01%
7,215
+300
1807
$1.09M ﹤0.01%
+41,076
1808
$1.09M ﹤0.01%
43,865
+2,090
1809
$1.08M ﹤0.01%
20,707
-3,080
1810
$1.08M ﹤0.01%
28,894
-17,952
1811
$1.08M ﹤0.01%
22,423
+76
1812
$1.08M ﹤0.01%
13,610
+1,080
1813
$1.08M ﹤0.01%
161,363
+15,770
1814
$1.08M ﹤0.01%
3,976
+541
1815
$1.08M ﹤0.01%
19,972
+4,298
1816
$1.07M ﹤0.01%
37,959
-5,450
1817
$1.07M ﹤0.01%
32,863
-166,468
1818
$1.07M ﹤0.01%
2,957
+46
1819
$1.07M ﹤0.01%
45,270
+5,456
1820
$1.07M ﹤0.01%
15,604
-3,628
1821
$1.06M ﹤0.01%
28,095
-61,035
1822
$1.06M ﹤0.01%
32,269
+2,170
1823
$1.06M ﹤0.01%
61,847
+15,730
1824
$1.06M ﹤0.01%
33,085
-156
1825
$1.06M ﹤0.01%
36,769
-787
71 72
73
74 75