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
2926
$267K ﹤0.01%
5,880
+107
2927
$267K ﹤0.01%
5,779
+475
2928
$267K ﹤0.01%
9,425
+616
2929
$267K ﹤0.01%
8,607
+378
2930
$266K ﹤0.01%
12,681
-2,615
2931
$266K ﹤0.01%
25,675
+4,293
2932
$266K ﹤0.01%
+1,679
2933
$266K ﹤0.01%
1,444
2934
$266K ﹤0.01%
+6,104
2935
$266K ﹤0.01%
1,794
-155
2936
$265K ﹤0.01%
2,774
-57
2937
$265K ﹤0.01%
13,996
-3,388
2938
$265K ﹤0.01%
9,284
-6,324
2939
$265K ﹤0.01%
44,864
-8,467
2940
$265K ﹤0.01%
21,059
-1,333
2941
$265K ﹤0.01%
13,777
-525
2942
$265K ﹤0.01%
15,397
-2,329
2943
$265K ﹤0.01%
+13,125
2944
$264K ﹤0.01%
1,379
-3
2945
$264K ﹤0.01%
+5,037
2946
$263K ﹤0.01%
7,329
-738
2947
$263K ﹤0.01%
71,944
-6,749
2948
$263K ﹤0.01%
1,777
+98
2949
$262K ﹤0.01%
10,578
+143
2950
$262K ﹤0.01%
175,675
-2,592
116 117
118
119 120