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
2376
$532K ﹤0.01%
2,838
+190
2377
$529K ﹤0.01%
13,219
+5,452
2378
$528K ﹤0.01%
33,210
+2,740
2379
$528K ﹤0.01%
11,274
-2,402
2380
$528K ﹤0.01%
1,947
-571
2381
$527K ﹤0.01%
22,007
-155
2382
$527K ﹤0.01%
24,242
-3,373
2383
$527K ﹤0.01%
47,085
+20,258
2384
$527K ﹤0.01%
14,908
-2,862
2385
$527K ﹤0.01%
13,221
-908
2386
$526K ﹤0.01%
3,439
+232
2387
$526K ﹤0.01%
25,398
+2,008
2388
$526K ﹤0.01%
22,189
-1,527
2389
$525K ﹤0.01%
7,915
-5,403
2390
$523K ﹤0.01%
4,847
-223
2391
$523K ﹤0.01%
16,751
+9,224
2392
$522K ﹤0.01%
3,993
+95
2393
$522K ﹤0.01%
4,712
-653
2394
$522K ﹤0.01%
12,838
+6,891
2395
$522K ﹤0.01%
11,352
-388
2396
$521K ﹤0.01%
64,056
+597
2397
$521K ﹤0.01%
9,980
+1,125
2398
$521K ﹤0.01%
20,296
2399
$520K ﹤0.01%
15,268
+1,227
2400
$520K ﹤0.01%
46,194
+19,712
94 95
96
97 98