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
2426
$504K ﹤0.01%
85,356
-6,071
2427
$503K ﹤0.01%
10,797
-19,033
2428
$503K ﹤0.01%
+16,557
2429
$502K ﹤0.01%
25,746
-654
2430
$501K ﹤0.01%
12,369
-1,272
2431
$501K ﹤0.01%
7,273
-1,237
2432
$499K ﹤0.01%
66,934
-2,187
2433
$499K ﹤0.01%
11,997
+516
2434
$498K ﹤0.01%
7,880
+421
2435
$498K ﹤0.01%
15,292
-1,702
2436
$498K ﹤0.01%
2,223
+286
2437
$497K ﹤0.01%
4,361
-216
2438
$497K ﹤0.01%
5,052
+1,829
2439
$497K ﹤0.01%
10,227
+1,445
2440
$497K ﹤0.01%
6,264
+513
2441
$495K ﹤0.01%
19,876
-948
2442
$495K ﹤0.01%
6,096
-1,473
2443
$494K ﹤0.01%
4,986
+291
2444
$493K ﹤0.01%
86,133
-127
2445
$493K ﹤0.01%
6,817
+20
2446
$492K ﹤0.01%
50,502
-4,005
2447
$491K ﹤0.01%
1,728
-44
2448
$490K ﹤0.01%
36,114
-3,029
2449
$489K ﹤0.01%
8,066
-1,703
2450
$488K ﹤0.01%
9,157
-820
96 97
98
99 100