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
2151
$705K ﹤0.01%
26,833
+1,040
2152
$703K ﹤0.01%
28,612
-2,578
2153
$701K ﹤0.01%
14,787
-557
2154
$701K ﹤0.01%
+12,965
2155
$700K ﹤0.01%
+6,113
2156
$699K ﹤0.01%
48,864
+366
2157
$698K ﹤0.01%
26,314
-172
2158
$697K ﹤0.01%
23,217
+9,621
2159
$696K ﹤0.01%
45,660
+10,162
2160
$694K ﹤0.01%
22,287
+3,423
2161
$694K ﹤0.01%
28,679
-211
2162
$694K ﹤0.01%
12,992
+473
2163
$693K ﹤0.01%
2,893
+282
2164
$693K ﹤0.01%
76,955
+3,473
2165
$693K ﹤0.01%
+10,547
2166
$690K ﹤0.01%
15,450
+1,222
2167
$689K ﹤0.01%
8,119
+5
2168
$689K ﹤0.01%
+5,007
2169
$689K ﹤0.01%
+25,507
2170
$689K ﹤0.01%
29,211
2171
$687K ﹤0.01%
7,176
-3,697
2172
$685K ﹤0.01%
65,533
+2,336
2173
$684K ﹤0.01%
20,733
+1,944
2174
$682K ﹤0.01%
11,022
+143
2175
$682K ﹤0.01%
19,697
-311
85 86
87
88 89