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
2126
$726K ﹤0.01%
2,981
-71
2127
$725K ﹤0.01%
50,874
+12,837
2128
$724K ﹤0.01%
8,025
+3,647
2129
$723K ﹤0.01%
8,768
+21
2130
$723K ﹤0.01%
7,023
-326
2131
$723K ﹤0.01%
1,754
+274
2132
$723K ﹤0.01%
4,237
-8,661
2133
$722K ﹤0.01%
6,450
+93
2134
$721K ﹤0.01%
15,865
+809
2135
$720K ﹤0.01%
9,187
-1,119
2136
$720K ﹤0.01%
55,039
-317
2137
$719K ﹤0.01%
35,930
-5,563
2138
$719K ﹤0.01%
20,527
-998
2139
$718K ﹤0.01%
10,562
-19,383
2140
$717K ﹤0.01%
23,204
-1,714
2141
$717K ﹤0.01%
32,299
+2,227
2142
$715K ﹤0.01%
70,007
+16,639
2143
$714K ﹤0.01%
7,653
-45
2144
$714K ﹤0.01%
17,626
+1,365
2145
$713K ﹤0.01%
5,186
+68
2146
$713K ﹤0.01%
30,410
-2,311
2147
$710K ﹤0.01%
+15,633
2148
$709K ﹤0.01%
10,639
-5,587
2149
$707K ﹤0.01%
30,510
-14,859
2150
$707K ﹤0.01%
29,231
+1,372
84 85
86
87 88