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
1826
$1.06M ﹤0.01%
2,856
+127
1827
$1.06M ﹤0.01%
20,654
+5,715
1828
$1.05M ﹤0.01%
24,929
-14,096
1829
$1.05M ﹤0.01%
10,855
-896
1830
$1.05M ﹤0.01%
21,314
+126
1831
$1.05M ﹤0.01%
42,537
+9,730
1832
$1.05M ﹤0.01%
10,610
+1,265
1833
$1.05M ﹤0.01%
5,548
-197
1834
$1.05M ﹤0.01%
7,772
-1,116
1835
$1.04M ﹤0.01%
22,637
-6,002
1836
$1.04M ﹤0.01%
25,504
+85
1837
$1.04M ﹤0.01%
49,965
+387
1838
$1.04M ﹤0.01%
15,964
-308
1839
$1.04M ﹤0.01%
41,915
+25,830
1840
$1.04M ﹤0.01%
14,014
+2,640
1841
$1.04M ﹤0.01%
28,850
-679
1842
$1.04M ﹤0.01%
24,042
-4,804
1843
$1.04M ﹤0.01%
4,512
+442
1844
$1.04M ﹤0.01%
106,159
-8,739
1845
$1.03M ﹤0.01%
15,843
+2,381
1846
$1.03M ﹤0.01%
73,496
+19,210
1847
$1.03M ﹤0.01%
21,081
-24
1848
$1.03M ﹤0.01%
49,932
+8,829
1849
$1.03M ﹤0.01%
27,441
-4,066
1850
$1.03M ﹤0.01%
31,580
+2,135
72 73
74
75 76