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
1901
$973K ﹤0.01%
37,582
+1,718
1902
$971K ﹤0.01%
28,643
-1,721
1903
$971K ﹤0.01%
7,228
+3,182
1904
$970K ﹤0.01%
24,524
+144
1905
$969K ﹤0.01%
35,034
+6,270
1906
$969K ﹤0.01%
34,095
+2,718
1907
$969K ﹤0.01%
1,390
+269
1908
$969K ﹤0.01%
30,512
+6,065
1909
$967K ﹤0.01%
19,697
-27,702
1910
$964K ﹤0.01%
40,448
-148,887
1911
$962K ﹤0.01%
8,274
-289
1912
$959K ﹤0.01%
13,215
-4,487
1913
$955K ﹤0.01%
4,058
-17
1914
$954K ﹤0.01%
22,940
+2,064
1915
$953K ﹤0.01%
30,865
-345
1916
$951K ﹤0.01%
22,480
-2,517
1917
$951K ﹤0.01%
38,302
+13,842
1918
$950K ﹤0.01%
4,590
+128
1919
$949K ﹤0.01%
+24,719
1920
$949K ﹤0.01%
9,672
+1
1921
$947K ﹤0.01%
43,614
-520
1922
$946K ﹤0.01%
39,607
+13,934
1923
$941K ﹤0.01%
5,608
+2,640
1924
$940K ﹤0.01%
42,663
-10,873
1925
$939K ﹤0.01%
13,489
+4,331
75 76
77
78 79