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
2451
$487K ﹤0.01%
33,898
+2,498
2452
$486K ﹤0.01%
27,699
+6,404
2453
$485K ﹤0.01%
3,731
+308
2454
$485K ﹤0.01%
60,900
+49,233
2455
$484K ﹤0.01%
39,595
+7,286
2456
$483K ﹤0.01%
1,479
-411
2457
$483K ﹤0.01%
42,288
-7,257
2458
$482K ﹤0.01%
1,193
+105
2459
$482K ﹤0.01%
+2,769
2460
$481K ﹤0.01%
7,790
-3,351
2461
$480K ﹤0.01%
6,499
+239
2462
$480K ﹤0.01%
17,245
-11,146
2463
$480K ﹤0.01%
+24,001
2464
$479K ﹤0.01%
26,516
-582
2465
$478K ﹤0.01%
6,937
-7
2466
$478K ﹤0.01%
13,124
+1,402
2467
$476K ﹤0.01%
3,793
+213
2468
$475K ﹤0.01%
2,736
+45
2469
$475K ﹤0.01%
13,547
+2,722
2470
$474K ﹤0.01%
46,795
-19,698
2471
$474K ﹤0.01%
19,525
-2,365
2472
$473K ﹤0.01%
+25,939
2473
$473K ﹤0.01%
69,505
+3,679
2474
$473K ﹤0.01%
49,320
-25,679
2475
$473K ﹤0.01%
29,684
-2,779
97 98
99
100 101