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
2226
$641K ﹤0.01%
12,925
-950
2227
$640K ﹤0.01%
42,902
-8,767
2228
$639K ﹤0.01%
2,188
-1,585
2229
$639K ﹤0.01%
18,224
+5,250
2230
$638K ﹤0.01%
15,675
+1,419
2231
$637K ﹤0.01%
42,944
-14,027
2232
$636K ﹤0.01%
1,615
+759
2233
$636K ﹤0.01%
+26,627
2234
$635K ﹤0.01%
21,725
-5,217
2235
$634K ﹤0.01%
+20,261
2236
$634K ﹤0.01%
55,036
-31,339
2237
$633K ﹤0.01%
26,419
+2,260
2238
$633K ﹤0.01%
17,898
+1,046
2239
$631K ﹤0.01%
66,359
+1,198
2240
$631K ﹤0.01%
9,251
-7,642
2241
$630K ﹤0.01%
36,041
+3,583
2242
$628K ﹤0.01%
+20,070
2243
$627K ﹤0.01%
20,051
-11,260
2244
$625K ﹤0.01%
20,185
-5,948
2245
$625K ﹤0.01%
176,490
+14,050
2246
$625K ﹤0.01%
2,975
+402
2247
$624K ﹤0.01%
26,351
-65
2248
$623K ﹤0.01%
22,284
-610
2249
$623K ﹤0.01%
41,123
+23,774
2250
$621K ﹤0.01%
4,269
-4
88 89
90
91 92