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
1951
$911K ﹤0.01%
8,958
+72
1952
$910K ﹤0.01%
24,013
-6,780
1953
$908K ﹤0.01%
18,340
-574
1954
$907K ﹤0.01%
25,880
+7,727
1955
$907K ﹤0.01%
8,141
+1,623
1956
$906K ﹤0.01%
54,227
+16,221
1957
$905K ﹤0.01%
16,701
+71
1958
$903K ﹤0.01%
35,583
-26,290
1959
$901K ﹤0.01%
35,396
+24,494
1960
$901K ﹤0.01%
13,118
+3,051
1961
$900K ﹤0.01%
28,066
+3,581
1962
$898K ﹤0.01%
27,103
-3,925
1963
$895K ﹤0.01%
83,347
+63,074
1964
$895K ﹤0.01%
6,734
-101
1965
$894K ﹤0.01%
41,856
-412
1966
$893K ﹤0.01%
25,376
+57
1967
$890K ﹤0.01%
89,646
+29,775
1968
$890K ﹤0.01%
7,695
+593
1969
$887K ﹤0.01%
37,615
-1,442
1970
$886K ﹤0.01%
57,021
-21,095
1971
$884K ﹤0.01%
90,707
+62,244
1972
$883K ﹤0.01%
7,462
+738
1973
$883K ﹤0.01%
8,671
+1,481
1974
$880K ﹤0.01%
16,528
-774
1975
$880K ﹤0.01%
25,202
-635
77 78
79
80 81