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
2551
$431K ﹤0.01%
19,552
+2,982
2552
$431K ﹤0.01%
19,041
+7,703
2553
$430K ﹤0.01%
10,623
-136
2554
$430K ﹤0.01%
1,372
-108
2555
$429K ﹤0.01%
11,304
-292
2556
$428K ﹤0.01%
4,802
-97
2557
$427K ﹤0.01%
8,877
-758
2558
$427K ﹤0.01%
2,360
+87
2559
$426K ﹤0.01%
8,645
+1,169
2560
$426K ﹤0.01%
9,281
+613
2561
$425K ﹤0.01%
81,921
-8,511
2562
$424K ﹤0.01%
+11,386
2563
$424K ﹤0.01%
330,505
+269,504
2564
$424K ﹤0.01%
84,171
+1,457
2565
$424K ﹤0.01%
45,397
-1,057
2566
$423K ﹤0.01%
6,486
-154
2567
$422K ﹤0.01%
13,633
+8
2568
$421K ﹤0.01%
32,307
+5,063
2569
$421K ﹤0.01%
3,854
-544
2570
$421K ﹤0.01%
45,982
-698
2571
$421K ﹤0.01%
3,784
+729
2572
$420K ﹤0.01%
71,347
-6,618
2573
$420K ﹤0.01%
15,479
-7,387
2574
$420K ﹤0.01%
1,767
+264
2575
$420K ﹤0.01%
+15,537
101 102
103
104 105