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
2326
$565K ﹤0.01%
11,846
-344
2327
$565K ﹤0.01%
47,768
+5,616
2328
$565K ﹤0.01%
11,960
-393
2329
$564K ﹤0.01%
20,378
-1,779
2330
$564K ﹤0.01%
11,399
+6,378
2331
$564K ﹤0.01%
21,413
-26,567
2332
$563K ﹤0.01%
11,731
-1,038
2333
$562K ﹤0.01%
15,314
+215
2334
$562K ﹤0.01%
26,208
-1,579
2335
$561K ﹤0.01%
15,709
-2,093
2336
$560K ﹤0.01%
47,134
-2,966
2337
$560K ﹤0.01%
37,462
+3,463
2338
$558K ﹤0.01%
18,407
+2,533
2339
$557K ﹤0.01%
24,757
-3,402
2340
$557K ﹤0.01%
38,292
+16,572
2341
$556K ﹤0.01%
4,584
+855
2342
$556K ﹤0.01%
10,479
-107
2343
$555K ﹤0.01%
30,563
-209
2344
$554K ﹤0.01%
22,290
2345
$554K ﹤0.01%
19,758
-2,259
2346
$554K ﹤0.01%
13,700
+2,581
2347
$553K ﹤0.01%
16,091
+5,487
2348
$553K ﹤0.01%
14,473
+95
2349
$551K ﹤0.01%
6,187
-1,247
2350
$551K ﹤0.01%
15,681
-336
92 93
94
95 96