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
1976
$879K ﹤0.01%
24,418
-1,573
1977
$879K ﹤0.01%
32,104
+21,682
1978
$876K ﹤0.01%
39,065
-1,781
1979
$873K ﹤0.01%
+41,119
1980
$870K ﹤0.01%
60,392
+5,037
1981
$870K ﹤0.01%
39,555
+4,799
1982
$868K ﹤0.01%
46,411
-5,695
1983
$866K ﹤0.01%
489,531
-38,519
1984
$865K ﹤0.01%
28,042
-7,615
1985
$863K ﹤0.01%
30,196
+8,886
1986
$863K ﹤0.01%
23,809
+1,935
1987
$863K ﹤0.01%
23,953
+10,286
1988
$860K ﹤0.01%
33,793
+3,444
1989
$860K ﹤0.01%
20,309
+14,480
1990
$858K ﹤0.01%
16,874
-16,399
1991
$857K ﹤0.01%
48,930
+766
1992
$854K ﹤0.01%
72,547
-5,085
1993
$853K ﹤0.01%
2,386
-555
1994
$850K ﹤0.01%
17,973
-66,273
1995
$850K ﹤0.01%
7,322
+404
1996
$850K ﹤0.01%
22,938
+3,821
1997
$848K ﹤0.01%
28,912
1998
$848K ﹤0.01%
16,458
+12,403
1999
$848K ﹤0.01%
18,960
+4,935
2000
$847K ﹤0.01%
25,120
-91
78 79
80
81 82