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
2001
$847K ﹤0.01%
78,690
+2,535
2002
$847K ﹤0.01%
15,946
-1,068
2003
$845K ﹤0.01%
25,407
+772
2004
$843K ﹤0.01%
18,252
+73
2005
$843K ﹤0.01%
10,327
-1,777
2006
$839K ﹤0.01%
22,378
+7,445
2007
$839K ﹤0.01%
20,707
+1,080
2008
$838K ﹤0.01%
34,759
+8,792
2009
$838K ﹤0.01%
+31,541
2010
$835K ﹤0.01%
17,496
+10,379
2011
$835K ﹤0.01%
33,068
+13,486
2012
$834K ﹤0.01%
20,466
-10,764
2013
$834K ﹤0.01%
7,402
+700
2014
$833K ﹤0.01%
26,190
+391
2015
$831K ﹤0.01%
21,151
-12,997
2016
$831K ﹤0.01%
1,568
-12,427
2017
$831K ﹤0.01%
8,302
-146
2018
$829K ﹤0.01%
106,565
+7,291
2019
$829K ﹤0.01%
36,338
-5,521
2020
$828K ﹤0.01%
16,014
+5,755
2021
$826K ﹤0.01%
39,127
+7,386
2022
$826K ﹤0.01%
23,421
2023
$824K ﹤0.01%
33,464
+2,511
2024
$824K ﹤0.01%
41,747
+1,669
2025
$822K ﹤0.01%
9,691
-487
79 80
81
82 83