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
2101
$743K ﹤0.01%
12,289
+194
2102
$743K ﹤0.01%
13,704
+598
2103
$743K ﹤0.01%
37,828
+13,561
2104
$742K ﹤0.01%
15,405
+510
2105
$741K ﹤0.01%
6,398
-1,143
2106
$737K ﹤0.01%
19,514
-2,265
2107
$737K ﹤0.01%
4,928
+103
2108
$737K ﹤0.01%
3,449
-437
2109
$736K ﹤0.01%
2,363
+58
2110
$734K ﹤0.01%
11,258
-1,531
2111
$733K ﹤0.01%
6,029
+632
2112
$732K ﹤0.01%
31,734
-6,357
2113
$731K ﹤0.01%
15,994
-25
2114
$730K ﹤0.01%
31,162
+921
2115
$730K ﹤0.01%
+29,353
2116
$729K ﹤0.01%
15,301
+108
2117
$729K ﹤0.01%
77,434
+5,749
2118
$729K ﹤0.01%
48,382
+4,902
2119
$729K ﹤0.01%
9,717
+1,554
2120
$729K ﹤0.01%
13,256
-505
2121
$729K ﹤0.01%
+26,650
2122
$727K ﹤0.01%
33,307
+2,007
2123
$727K ﹤0.01%
43,379
+752
2124
$726K ﹤0.01%
36,234
+134
2125
$726K ﹤0.01%
9,508
+499
83 84
85
86 87