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
426
$12M 0.04%
83,443
-207
427
$12M 0.04%
129,797
+10,950
428
$11.9M 0.04%
270,281
-2,098
429
$11.9M 0.04%
118,031
+20,203
430
$11.9M 0.04%
61,824
-5,957
431
$11.9M 0.04%
44,645
+38,681
432
$11.9M 0.04%
150,821
-45,673
433
$11.8M 0.04%
239,355
+12,500
434
$11.6M 0.04%
485,385
+67,992
435
$11.6M 0.04%
327,595
+197,733
436
$11.6M 0.04%
285,285
+11,607
437
$11.4M 0.04%
128,058
+7,082
438
$11.4M 0.04%
490,945
+43,272
439
$11.4M 0.04%
49,714
-1,007
440
$11.4M 0.04%
125,291
-72,628
441
$11.4M 0.04%
86,820
-21,791
442
$11.4M 0.04%
566,462
-50,306
443
$11.3M 0.04%
110,712
+6,780
444
$11.3M 0.04%
177,203
-28,440
445
$11.3M 0.04%
32,309
-5,465
446
$11.2M 0.04%
111,459
+1,705
447
$11.2M 0.04%
30,403
-848
448
$11.2M 0.04%
216,725
+10,510
449
$11.2M 0.04%
98,351
+1,993
450
$11.1M 0.04%
43,896
+314
16 17
18
19 20