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
2026
$820K ﹤0.01%
28,858
-22,925
2027
$814K ﹤0.01%
11,647
+4,558
2028
$814K ﹤0.01%
217,050
-51,723
2029
$814K ﹤0.01%
2,655
-1,172
2030
$810K ﹤0.01%
11,534
-100
2031
$809K ﹤0.01%
9,792
-28,053
2032
$808K ﹤0.01%
36,883
+2,434
2033
$806K ﹤0.01%
119,426
+23,611
2034
$805K ﹤0.01%
21,273
-332
2035
$805K ﹤0.01%
15,228
-4,256
2036
$804K ﹤0.01%
21,055
-5,011
2037
$804K ﹤0.01%
15,220
+8,267
2038
$804K ﹤0.01%
29,908
-68
2039
$802K ﹤0.01%
7,504
+1,138
2040
$801K ﹤0.01%
38,781
+1,452
2041
$800K ﹤0.01%
6,094
+683
2042
$800K ﹤0.01%
86,898
+2,513
2043
$799K ﹤0.01%
37,917
-17,069
2044
$797K ﹤0.01%
61,955
+7,751
2045
$797K ﹤0.01%
13,838
+61
2046
$795K ﹤0.01%
+75,681
2047
$794K ﹤0.01%
26,427
-35,708
2048
$794K ﹤0.01%
31,444
-4
2049
$793K ﹤0.01%
10,963
+598
2050
$792K ﹤0.01%
13,715
-2,640
80 81
82
83 84