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
1751
$1.15M ﹤0.01%
48,875
+2,820
1752
$1.15M ﹤0.01%
45,403
+4,374
1753
$1.15M ﹤0.01%
47,187
-82,143
1754
$1.15M ﹤0.01%
+43,027
1755
$1.15M ﹤0.01%
90,641
+583
1756
$1.15M ﹤0.01%
37,439
+6,059
1757
$1.15M ﹤0.01%
32,190
+2,591
1758
$1.14M ﹤0.01%
24,695
1759
$1.14M ﹤0.01%
40,234
+16,142
1760
$1.14M ﹤0.01%
224,609
+40,840
1761
$1.14M ﹤0.01%
32,472
-808
1762
$1.14M ﹤0.01%
51,261
+11,879
1763
$1.14M ﹤0.01%
2,707
+130
1764
$1.14M ﹤0.01%
116,823
+7,665
1765
$1.13M ﹤0.01%
70,628
-540
1766
$1.13M ﹤0.01%
4,463
-602
1767
$1.13M ﹤0.01%
28,280
+1,824
1768
$1.13M ﹤0.01%
28,048
-1,078
1769
$1.13M ﹤0.01%
39,427
+9,014
1770
$1.13M ﹤0.01%
35,758
+2,664
1771
$1.13M ﹤0.01%
69,799
-3,633
1772
$1.13M ﹤0.01%
33,424
+2,354
1773
$1.13M ﹤0.01%
+8,490
1774
$1.12M ﹤0.01%
14,026
+8,179
1775
$1.12M ﹤0.01%
14,831
+485
69 70
71
72 73