Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
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
3451
$5K ﹤0.01%
517
-590
3452
$5K ﹤0.01%
10,000
3453
$5K ﹤0.01%
45,667
+387
3454
$4K ﹤0.01%
+580
3455
$3K ﹤0.01%
+1,266
3456
$3K ﹤0.01%
+10,000
3457
$2K ﹤0.01%
+20,000
3458
$1K ﹤0.01%
10,550
3459
– –
-19,589
3460
– –
-24,462
3461
– –
-63,351
3462
– –
-69,877
3463
– –
-23,097
3464
– –
-196,391
3465
– –
-198,149
3466
– –
-20,724
3467
– –
-30,909
3468
– –
-29,087
3469
– –
-9,800
3470
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-28,797
3471
– –
-9,870
3472
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-83,459
3473
– –
-6,646
3474
– –
-37,590
3475
– –
-207
137 138
139
140 141