Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$26B
AUM Growth
+$2.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,430
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$23.4M
3
+$22.9M
4
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$22.8M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$21.9M

Top Sells

1
+$23.6M
2
+$22.8M
3
+$21.2M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$18.6M
5
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$17.4M

Sector Composition

1 Technology 10.99%
2 Financials 5.01%
3 Consumer Discretionary 4.04%
4 Healthcare 3.7%
5 Industrials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$398K ﹤0.01%
27,143
-16,501
2477
$398K ﹤0.01%
3,991
-42
2478
$397K ﹤0.01%
27,084
-4,345
2479
$396K ﹤0.01%
+9,030
2480
$394K ﹤0.01%
1,428
-11,183
2481
$394K ﹤0.01%
12,554
-3,028
2482
$394K ﹤0.01%
1,659
-23
2483
$393K ﹤0.01%
11,763
-688
2484
$392K ﹤0.01%
18,911
-19,933
2485
$392K ﹤0.01%
21,470
+4,000
2486
$392K ﹤0.01%
70,941
+3,870
2487
$392K ﹤0.01%
9,072
-48
2488
$391K ﹤0.01%
16,481
-581
2489
$390K ﹤0.01%
4,700
-600
2490
$390K ﹤0.01%
25,018
2491
$390K ﹤0.01%
+15,214
2492
$389K ﹤0.01%
21,847
-750
2493
$389K ﹤0.01%
3,028
+1
2494
$388K ﹤0.01%
9,253
-4,568
2495
$387K ﹤0.01%
23,749
+417
2496
$387K ﹤0.01%
4,266
-179
2497
$386K ﹤0.01%
25,921
+7,538
2498
$386K ﹤0.01%
5,026
-245
2499
$386K ﹤0.01%
7,241
-12,625
2500
$386K ﹤0.01%
1,680
-11
98 99
100
101 102