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
1876
$998K ﹤0.01%
18,917
+14,591
1877
$998K ﹤0.01%
25,649
+5,949
1878
$996K ﹤0.01%
19,766
-7,089
1879
$996K ﹤0.01%
28,476
+12,972
1880
$996K ﹤0.01%
11,361
+1,313
1881
$994K ﹤0.01%
121,095
-4,641
1882
$991K ﹤0.01%
5,114
+509
1883
$990K ﹤0.01%
95,294
-25,463
1884
$989K ﹤0.01%
29,800
+4,535
1885
$989K ﹤0.01%
9,363
+2,917
1886
$989K ﹤0.01%
43,799
+296
1887
$988K ﹤0.01%
37,508
+4,438
1888
$988K ﹤0.01%
21,166
-3,567
1889
$987K ﹤0.01%
+41,168
1890
$986K ﹤0.01%
7,159
+499
1891
$984K ﹤0.01%
8,964
-381
1892
$984K ﹤0.01%
43,565
-12,319
1893
$983K ﹤0.01%
2,866
-425
1894
$983K ﹤0.01%
38,576
+6,408
1895
$981K ﹤0.01%
10,925
-6,608
1896
$978K ﹤0.01%
+20,630
1897
$976K ﹤0.01%
101,501
+22,425
1898
$976K ﹤0.01%
34,348
-1,501
1899
$974K ﹤0.01%
7,048
+1,760
1900
$974K ﹤0.01%
41,666
+11,320
74 75
76
77 78