Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
+$48.8M
3
+$34.5M
4
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$34.2M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$26.2M

Top Sells

1
+$39.2M
2
+$32.9M
3
+$25M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$23.8M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$22.4M

Sector Composition

1 Technology 12.15%
2 Financials 5.04%
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
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-3,583
3602
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3603
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3604
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-5,316
3605
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3607
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3608
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3609
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3610
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3611
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3612
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3613
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3614
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3615
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-962
3616
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3617
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3618
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3619
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3620
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3621
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3622
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3623
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3624
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3625
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-11,031
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