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
2076
$771K ﹤0.01%
6,576
-305
2077
$769K ﹤0.01%
9,009
-1,099
2078
$768K ﹤0.01%
21,986
+707
2079
$768K ﹤0.01%
15,446
+59
2080
$767K ﹤0.01%
17,587
+153
2081
$765K ﹤0.01%
13,959
+1,932
2082
$763K ﹤0.01%
2,162
+199
2083
$762K ﹤0.01%
13,752
-1,237
2084
$762K ﹤0.01%
17,501
+1,212
2085
$762K ﹤0.01%
8,605
-1,680
2086
$761K ﹤0.01%
24,209
-5,982
2087
$760K ﹤0.01%
24,473
-5,184
2088
$760K ﹤0.01%
6,737
-1,328
2089
$759K ﹤0.01%
10,961
+5,541
2090
$759K ﹤0.01%
5,193
-412
2091
$758K ﹤0.01%
85,323
+2,191
2092
$757K ﹤0.01%
12,472
+753
2093
$755K ﹤0.01%
11,993
+432
2094
$754K ﹤0.01%
20,294
-4,857
2095
$752K ﹤0.01%
14,695
-3,319
2096
$751K ﹤0.01%
16,587
-610
2097
$749K ﹤0.01%
20,835
+1,636
2098
$747K ﹤0.01%
15,033
+3,322
2099
$746K ﹤0.01%
9,240
+4,794
2100
$745K ﹤0.01%
14,848
+5,115
82 83
84
85 86