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
2176
$681K ﹤0.01%
16,606
+3,386
2177
$681K ﹤0.01%
7,090
+474
2178
$681K ﹤0.01%
7,379
-556
2179
$680K ﹤0.01%
+45,711
2180
$679K ﹤0.01%
18,488
-7,772
2181
$679K ﹤0.01%
6,733
-343
2182
$678K ﹤0.01%
18,649
-67
2183
$677K ﹤0.01%
33,676
+14
2184
$677K ﹤0.01%
21,193
-469
2185
$673K ﹤0.01%
83,136
+1,586
2186
$673K ﹤0.01%
74,008
-75,448
2187
$672K ﹤0.01%
65,064
-18,035
2188
$671K ﹤0.01%
+27,419
2189
$670K ﹤0.01%
4,746
-375
2190
$670K ﹤0.01%
5,437
-778
2191
$668K ﹤0.01%
18,145
-1,061
2192
$667K ﹤0.01%
13,214
+5,397
2193
$666K ﹤0.01%
18,337
-399
2194
$666K ﹤0.01%
30,163
+5,369
2195
$665K ﹤0.01%
+4,850
2196
$665K ﹤0.01%
30,777
-37,401
2197
$664K ﹤0.01%
9,407
-612
2198
$664K ﹤0.01%
24,989
+437
2199
$664K ﹤0.01%
5,289
+265
2200
$663K ﹤0.01%
97,512
-5,059
86 87
88
89 90