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
2501
$385K ﹤0.01%
35,665
-1,049
2502
$385K ﹤0.01%
9,156
+434
2503
$385K ﹤0.01%
4,407
-42
2504
$385K ﹤0.01%
32,739
-495
2505
$384K ﹤0.01%
7,553
-197
2506
$384K ﹤0.01%
10,340
+70
2507
$384K ﹤0.01%
7,563
+89
2508
$383K ﹤0.01%
10,548
+3,378
2509
$383K ﹤0.01%
239,391
-14,926
2510
$383K ﹤0.01%
5,065
+269
2511
$383K ﹤0.01%
4,349
-5,201
2512
$382K ﹤0.01%
15,950
-269
2513
$382K ﹤0.01%
+9,444
2514
$381K ﹤0.01%
33,212
-12,837
2515
$380K ﹤0.01%
+8,597
2516
$380K ﹤0.01%
68,297
+24,393
2517
$380K ﹤0.01%
17,482
-881
2518
$380K ﹤0.01%
64,355
-6,724
2519
$379K ﹤0.01%
27,104
-171
2520
$378K ﹤0.01%
19,899
-574
2521
$378K ﹤0.01%
16,598
+5,532
2522
$378K ﹤0.01%
11,277
+136
2523
$377K ﹤0.01%
9,910
-4,358
2524
$377K ﹤0.01%
12,191
-70
2525
$376K ﹤0.01%
2,326
+69
99 100
101
102 103