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
3626
– –
-3,359
3627
– –
-6,529
3628
– –
-10,324
3629
– –
-7,723
3630
– –
-27,023
3631
– –
-13,660
3632
– –
-7,612
3633
– –
-9,898
3634
– –
-18,636
3635
– –
-10,719
3636
– –
-27,975
3637
– –
-5,185
3638
– –
-2,578
3639
– –
-9,451
3640
– –
-750
3641
– –
-13,906
3642
– –
-20,169
3643
– –
-13,626
3644
– –
-2,234
3645
– –
-24,120
3646
– –
-3,496
3647
– –
-70,440
3648
– –
-6,593
3649
– –
-11,554
3650
– –
-2,401
142 143 144 145
146