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
1201
$2.5M 0.01%
43,921
-495
1202
$2.5M 0.01%
31,299
-775
1203
$2.49M 0.01%
11,906
-4,980
1204
$2.48M 0.01%
13,303
+361
1205
$2.48M 0.01%
62,454
-1,817
1206
$2.48M 0.01%
17,348
-1,689
1207
$2.48M 0.01%
49,673
+3,699
1208
$2.47M 0.01%
+92,031
1209
$2.47M 0.01%
68,714
-8,535
1210
$2.46M 0.01%
61,776
+675
1211
$2.46M 0.01%
20,410
-4,022
1212
$2.46M 0.01%
108,552
+36,736
1213
$2.46M 0.01%
6,968
-4,208
1214
$2.46M 0.01%
67,152
+2,202
1215
$2.45M 0.01%
215,606
-6,206
1216
$2.45M 0.01%
81,415
-7,949
1217
$2.45M 0.01%
32,958
-17,332
1218
$2.45M 0.01%
27,639
+3,610
1219
$2.44M 0.01%
43,982
+4,491
1220
$2.44M 0.01%
133,031
+113,365
1221
$2.43M 0.01%
76,362
+41,370
1222
$2.43M 0.01%
39,455
-18,336
1223
$2.42M 0.01%
+95,765
1224
$2.42M 0.01%
33,070
-1,382
1225
$2.41M 0.01%
97,836
+20,839
47 48
49
50 51