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
2251
$620K ﹤0.01%
62,835
-5,296
2252
$620K ﹤0.01%
13,085
-433
2253
$620K ﹤0.01%
5,912
+61
2254
$619K ﹤0.01%
8,528
+211
2255
$619K ﹤0.01%
12,335
-7,472
2256
$616K ﹤0.01%
238,637
+185,125
2257
$615K ﹤0.01%
8,804
-791
2258
$615K ﹤0.01%
122,316
+8,495
2259
$614K ﹤0.01%
24,257
+6
2260
$614K ﹤0.01%
36,938
+146
2261
$613K ﹤0.01%
6,192
-15,494
2262
$611K ﹤0.01%
4,278
-28
2263
$611K ﹤0.01%
6,431
+3,675
2264
$610K ﹤0.01%
8,046
+157
2265
$608K ﹤0.01%
36,008
-7,500
2266
$608K ﹤0.01%
19,685
-166
2267
$608K ﹤0.01%
+22,264
2268
$607K ﹤0.01%
16,165
-2,774
2269
$606K ﹤0.01%
11,796
-1,040
2270
$605K ﹤0.01%
8,252
-9,686
2271
$605K ﹤0.01%
19,895
-6,853
2272
$604K ﹤0.01%
+22,622
2273
$604K ﹤0.01%
11,363
-1,931
2274
$604K ﹤0.01%
8,574
-4,074
2275
$603K ﹤0.01%
57,674
-3,643
89 90
91
92 93