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
2401
$520K ﹤0.01%
17,538
-8,314
2402
$518K ﹤0.01%
22,144
-9,301
2403
$518K ﹤0.01%
10,418
+260
2404
$517K ﹤0.01%
12,285
+538
2405
$517K ﹤0.01%
+6,196
2406
$516K ﹤0.01%
+9,533
2407
$515K ﹤0.01%
4,350
-19
2408
$515K ﹤0.01%
3,066
+908
2409
$514K ﹤0.01%
42,415
-2,116
2410
$514K ﹤0.01%
5,521
+819
2411
$514K ﹤0.01%
+21,061
2412
$513K ﹤0.01%
52,244
-1,953
2413
$512K ﹤0.01%
24,379
+1,059
2414
$512K ﹤0.01%
19,100
-247
2415
$510K ﹤0.01%
23,444
+1,475
2416
$509K ﹤0.01%
8,324
+1,242
2417
$508K ﹤0.01%
4,667
-90
2418
$507K ﹤0.01%
22,422
-412
2419
$507K ﹤0.01%
16,597
+6,769
2420
$507K ﹤0.01%
15,265
-411
2421
$506K ﹤0.01%
22,199
+562
2422
$506K ﹤0.01%
24,007
+5,448
2423
$506K ﹤0.01%
+16,425
2424
$505K ﹤0.01%
10,378
-1,157
2425
$505K ﹤0.01%
16,684
+1,415
95 96
97
98 99