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
3601
– –
-8,375
3602
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-18,812
3603
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-4,258
3604
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-11,554
3605
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-21,581
3606
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-10,044
3607
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-3,181
3608
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-70,959
3609
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-2,798
3610
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-17,745
3611
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-11,588
3612
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-21,729
3613
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-1,018
3614
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-14,519
3615
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-12,808
3616
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-5,316
3617
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-19,187
3618
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-10,347
3619
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-6,359
3620
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-16,306
3621
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-7,803
3622
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-2,739
3623
– –
-10,827
3624
– –
-1,459
3625
– –
-3,725
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