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
3051
$235K ﹤0.01%
13,216
-2,996
3052
$235K ﹤0.01%
23,290
-2,547
3053
$235K ﹤0.01%
1,263
-34
3054
$235K ﹤0.01%
35,651
+501
3055
$235K ﹤0.01%
6,065
-68
3056
$235K ﹤0.01%
9,384
-12
3057
$235K ﹤0.01%
+11,822
3058
$234K ﹤0.01%
3,296
+120
3059
$234K ﹤0.01%
26,866
-7,079
3060
$234K ﹤0.01%
5,442
-428
3061
$233K ﹤0.01%
7,057
+230
3062
$233K ﹤0.01%
6,899
-82
3063
$233K ﹤0.01%
8,602
-1,348
3064
$232K ﹤0.01%
+6,322
3065
$232K ﹤0.01%
+9,440
3066
$232K ﹤0.01%
+5,267
3067
$231K ﹤0.01%
+6,106
3068
$230K ﹤0.01%
+6,959
3069
$230K ﹤0.01%
396,045
-3,615
3070
$230K ﹤0.01%
9,931
-1,581
3071
$230K ﹤0.01%
2,715
-30
3072
$229K ﹤0.01%
6,119
-100
3073
$229K ﹤0.01%
+5,605
3074
$229K ﹤0.01%
20,725
+743
3075
$229K ﹤0.01%
+5,475
121 122
123
124 125