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
1726
$1.2M ﹤0.01%
31,033
-1
1727
$1.2M ﹤0.01%
17,912
-44,241
1728
$1.2M ﹤0.01%
24,200
+7,854
1729
$1.2M ﹤0.01%
23,732
-2,489
1730
$1.2M ﹤0.01%
47,802
+7,546
1731
$1.2M ﹤0.01%
26,397
-26
1732
$1.2M ﹤0.01%
25,782
+10,711
1733
$1.19M ﹤0.01%
40,593
-12,553
1734
$1.19M ﹤0.01%
7,720
-1,836
1735
$1.19M ﹤0.01%
64,927
+15,428
1736
$1.19M ﹤0.01%
24,847
+8,379
1737
$1.19M ﹤0.01%
33,392
+653
1738
$1.19M ﹤0.01%
99,282
+501
1739
$1.19M ﹤0.01%
15,286
-122
1740
$1.19M ﹤0.01%
6,761
+493
1741
$1.18M ﹤0.01%
16,270
+121
1742
$1.18M ﹤0.01%
25,294
-1,616
1743
$1.18M ﹤0.01%
28,291
+329
1744
$1.18M ﹤0.01%
47,022
+29,363
1745
$1.18M ﹤0.01%
+26,488
1746
$1.17M ﹤0.01%
38,658
-7,761
1747
$1.17M ﹤0.01%
10,055
-5,492
1748
$1.17M ﹤0.01%
47,221
+17,568
1749
$1.16M ﹤0.01%
36,617
+701
1750
$1.15M ﹤0.01%
24,436
-1,158
68 69
70
71 72