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
2351
$549K ﹤0.01%
7,926
-830
2352
$549K ﹤0.01%
50,218
+14,126
2353
$548K ﹤0.01%
5,143
-100
2354
$548K ﹤0.01%
39,308
+692
2355
$548K ﹤0.01%
57,423
-5,375
2356
$547K ﹤0.01%
16,072
-265
2357
$545K ﹤0.01%
12,762
-53,344
2358
$545K ﹤0.01%
21,667
-50
2359
$544K ﹤0.01%
20,757
-6,575
2360
$544K ﹤0.01%
14,522
+1,162
2361
$543K ﹤0.01%
12,288
-9,120
2362
$542K ﹤0.01%
9,595
+109
2363
$541K ﹤0.01%
27,294
+1,409
2364
$541K ﹤0.01%
20,006
+1,784
2365
$540K ﹤0.01%
6,405
-3,204
2366
$540K ﹤0.01%
20,914
-41,247
2367
$540K ﹤0.01%
13,419
-28,970
2368
$538K ﹤0.01%
28,287
-1,353
2369
$538K ﹤0.01%
14,488
-1,318
2370
$537K ﹤0.01%
8,228
-2,687
2371
$537K ﹤0.01%
1,640
-52
2372
$534K ﹤0.01%
20,546
+12,413
2373
$533K ﹤0.01%
26,256
-4,739
2374
$533K ﹤0.01%
10,776
-2,062
2375
$532K ﹤0.01%
6,248
-9,268
93 94
95
96 97