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
2301
$576K ﹤0.01%
+14,015
2302
$576K ﹤0.01%
56,700
+16,000
2303
$574K ﹤0.01%
22,016
+9,341
2304
$574K ﹤0.01%
2,200
-1,263
2305
$574K ﹤0.01%
11,887
+198
2306
$574K ﹤0.01%
36,808
+3,555
2307
$573K ﹤0.01%
11,593
-16,188
2308
$573K ﹤0.01%
33,558
+1,194
2309
$572K ﹤0.01%
10,491
+275
2310
$572K ﹤0.01%
6,023
+225
2311
$572K ﹤0.01%
14,380
+2,778
2312
$572K ﹤0.01%
8,762
-165
2313
$571K ﹤0.01%
29,310
+15,323
2314
$570K ﹤0.01%
4,269
+572
2315
$570K ﹤0.01%
44,725
+345
2316
$569K ﹤0.01%
37,901
-1,685
2317
$569K ﹤0.01%
12,500
+4,668
2318
$568K ﹤0.01%
36,490
+24,890
2319
$568K ﹤0.01%
20,035
-10,000
2320
$567K ﹤0.01%
12,367
+93
2321
$567K ﹤0.01%
314,787
+1,527
2322
$567K ﹤0.01%
36,316
-4,940
2323
$567K ﹤0.01%
12,578
+2,604
2324
$566K ﹤0.01%
22,404
-11,777
2325
$565K ﹤0.01%
13,170
+1,577
91 92
93
94 95