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
1851
$1.03M ﹤0.01%
44,513
+11,949
1852
$1.03M ﹤0.01%
22,022
-571
1853
$1.03M ﹤0.01%
18,249
+6,840
1854
$1.03M ﹤0.01%
110,743
+13,263
1855
$1.03M ﹤0.01%
17,903
+1,460
1856
$1.02M ﹤0.01%
5,967
+564
1857
$1.02M ﹤0.01%
27,610
-5,170
1858
$1.02M ﹤0.01%
33,080
+2,663
1859
$1.02M ﹤0.01%
9,440
-2,944
1860
$1.02M ﹤0.01%
92,651
-3,607
1861
$1.02M ﹤0.01%
33,536
+836
1862
$1.02M ﹤0.01%
41,341
+131
1863
$1.02M ﹤0.01%
31,084
+1,442
1864
$1.01M ﹤0.01%
21,292
-1,287
1865
$1.01M ﹤0.01%
57,000
-7,381
1866
$1.01M ﹤0.01%
50,014
+16,957
1867
$1.01M ﹤0.01%
120,390
+23,810
1868
$1.01M ﹤0.01%
406,448
+17,621
1869
$1.01M ﹤0.01%
+37,828
1870
$1.01M ﹤0.01%
39,801
-3,758
1871
$1.01M ﹤0.01%
22,607
+577
1872
$1.01M ﹤0.01%
4,144
+282
1873
$1M ﹤0.01%
40,497
+834
1874
$1M ﹤0.01%
5,658
-409
1875
$999K ﹤0.01%
36,299
+3,937
73 74
75
76 77