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
2201
$662K ﹤0.01%
11,841
+2,872
2202
$661K ﹤0.01%
14,261
+289
2203
$661K ﹤0.01%
16,653
+4,479
2204
$659K ﹤0.01%
167,652
+60,611
2205
$659K ﹤0.01%
8,924
-33
2206
$658K ﹤0.01%
10,782
2207
$656K ﹤0.01%
1,847
-694
2208
$653K ﹤0.01%
23,805
+8,542
2209
$653K ﹤0.01%
12,345
+3,877
2210
$653K ﹤0.01%
19,307
+2,772
2211
$652K ﹤0.01%
453,000
2212
$652K ﹤0.01%
7,516
-1,113
2213
$651K ﹤0.01%
1,068
-13
2214
$651K ﹤0.01%
+26,785
2215
$649K ﹤0.01%
8,690
-3,106
2216
$649K ﹤0.01%
13,018
-446
2217
$648K ﹤0.01%
40,390
+27,004
2218
$648K ﹤0.01%
25,677
-1,061
2219
$647K ﹤0.01%
45,798
-10,387
2220
$647K ﹤0.01%
+10,627
2221
$646K ﹤0.01%
21,307
-351
2222
$646K ﹤0.01%
23,884
-250
2223
$645K ﹤0.01%
42,738
+429
2224
$645K ﹤0.01%
1,642
-54
2225
$644K ﹤0.01%
50,991
-988
87 88
89
90 91