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
2051
$791K ﹤0.01%
12,941
-1,032
2052
$791K ﹤0.01%
4,088
-2
2053
$791K ﹤0.01%
121,667
+39,813
2054
$790K ﹤0.01%
27,109
-14,358
2055
$790K ﹤0.01%
10,484
-571
2056
$790K ﹤0.01%
11,879
-825
2057
$789K ﹤0.01%
8,246
-1,865
2058
$789K ﹤0.01%
15,399
-2,551
2059
$787K ﹤0.01%
160,343
-36,827
2060
$785K ﹤0.01%
20,702
+1,115
2061
$784K ﹤0.01%
2,828
+1,018
2062
$784K ﹤0.01%
31,391
+942
2063
$782K ﹤0.01%
13,182
-2,163
2064
$781K ﹤0.01%
8,810
-24
2065
$779K ﹤0.01%
+9,426
2066
$779K ﹤0.01%
22,541
+779
2067
$778K ﹤0.01%
76,912
+43,089
2068
$777K ﹤0.01%
14,472
-308
2069
$777K ﹤0.01%
30,394
-21,109
2070
$776K ﹤0.01%
73,212
+32,226
2071
$775K ﹤0.01%
25,462
-3,228
2072
$774K ﹤0.01%
21,766
-875
2073
$773K ﹤0.01%
12,400
-20
2074
$771K ﹤0.01%
20,710
-4,971
2075
$771K ﹤0.01%
60,058
-2,331
81 82
83
84 85