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
1926
$937K ﹤0.01%
35,303
+13,320
1927
$935K ﹤0.01%
35,628
-1,890
1928
$935K ﹤0.01%
13,201
+1,171
1929
$931K ﹤0.01%
48,544
-12
1930
$930K ﹤0.01%
7,638
+630
1931
$928K ﹤0.01%
19,255
-1,162
1932
$928K ﹤0.01%
26,235
+59
1933
$927K ﹤0.01%
51,459
-42,275
1934
$922K ﹤0.01%
23,998
+4,048
1935
$921K ﹤0.01%
12,041
-1,871
1936
$920K ﹤0.01%
17,045
-3,850
1937
$920K ﹤0.01%
87,158
1938
$917K ﹤0.01%
72,175
-5,349
1939
$917K ﹤0.01%
102,162
-1,070
1940
$917K ﹤0.01%
35,850
-561
1941
$916K ﹤0.01%
5,953
+1,363
1942
$916K ﹤0.01%
18,691
+86
1943
$915K ﹤0.01%
27,077
-12,324
1944
$915K ﹤0.01%
12,624
+2,225
1945
$914K ﹤0.01%
23,113
+8,060
1946
$913K ﹤0.01%
17,325
-3,203
1947
$913K ﹤0.01%
21,357
-1,628
1948
$912K ﹤0.01%
38,200
+23,130
1949
$912K ﹤0.01%
2,745
-380
1950
$911K ﹤0.01%
45,911
-2,638
76 77
78
79 80