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
2701
$356K ﹤0.01%
6,972
+261
2702
$356K ﹤0.01%
20,866
-402
2703
$356K ﹤0.01%
100,129
-1,433
2704
$356K ﹤0.01%
10,930
-334
2705
$355K ﹤0.01%
15,775
-5,288
2706
$355K ﹤0.01%
41,580
+400
2707
$355K ﹤0.01%
1,151
-278
2708
$354K ﹤0.01%
15,926
-2,364
2709
$354K ﹤0.01%
3,921
-187
2710
$354K ﹤0.01%
1,735
+6
2711
$354K ﹤0.01%
+12,844
2712
$353K ﹤0.01%
3,033
+300
2713
$352K ﹤0.01%
40,641
-4,236
2714
$352K ﹤0.01%
13,898
+4,539
2715
$352K ﹤0.01%
13,799
-6,675
2716
$352K ﹤0.01%
+15,142
2717
$350K ﹤0.01%
+6,877
2718
$350K ﹤0.01%
45,787
-1,655
2719
$349K ﹤0.01%
1,413
-224
2720
$349K ﹤0.01%
8,290
-35,099
2721
$349K ﹤0.01%
11,571
-1,702
2722
$349K ﹤0.01%
36,090
+79
2723
$348K ﹤0.01%
9,420
+637
2724
$348K ﹤0.01%
302,833
-2,086
2725
$348K ﹤0.01%
+14,577
107 108
109
110 111