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
2276
$598K ﹤0.01%
43,465
-901
2277
$595K ﹤0.01%
87,984
+8,401
2278
$595K ﹤0.01%
11,924
+7,890
2279
$593K ﹤0.01%
21,303
+6,628
2280
$593K ﹤0.01%
5,415
-2,189
2281
$593K ﹤0.01%
16,474
+3,192
2282
$592K ﹤0.01%
5,296
+83
2283
$591K ﹤0.01%
22,582
-438
2284
$590K ﹤0.01%
12,351
+540
2285
$590K ﹤0.01%
16,302
-212
2286
$588K ﹤0.01%
7,079
-4,251
2287
$586K ﹤0.01%
13,688
+357
2288
$585K ﹤0.01%
26,605
-4,093
2289
$585K ﹤0.01%
91,690
+25,426
2290
$584K ﹤0.01%
8,192
-626
2291
$584K ﹤0.01%
16,710
-1,689
2292
$584K ﹤0.01%
35,863
+1,742
2293
$582K ﹤0.01%
25,363
-2,261
2294
$581K ﹤0.01%
7,275
-421
2295
$580K ﹤0.01%
+5,828
2296
$579K ﹤0.01%
24,793
+2,110
2297
$579K ﹤0.01%
8,251
+17
2298
$579K ﹤0.01%
15,390
+4,100
2299
$578K ﹤0.01%
7,435
+361
2300
$578K ﹤0.01%
35,453
+2,422
90 91
92
93 94