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
2526
$376K ﹤0.01%
7,605
+1,342
2527
$374K ﹤0.01%
1,593
-2
2528
$374K ﹤0.01%
10,077
-685
2529
$374K ﹤0.01%
25,302
+4,088
2530
$374K ﹤0.01%
36,966
-790
2531
$373K ﹤0.01%
3,463
+1,105
2532
$373K ﹤0.01%
46,448
-4,074
2533
$373K ﹤0.01%
1,766
+69
2534
$373K ﹤0.01%
6,216
-194
2535
$372K ﹤0.01%
9,162
+1,037
2536
$372K ﹤0.01%
14,936
+2,548
2537
$372K ﹤0.01%
48,592
+8,500
2538
$371K ﹤0.01%
+6,346
2539
$371K ﹤0.01%
5,890
-10,576
2540
$370K ﹤0.01%
14,908
-225,760
2541
$369K ﹤0.01%
12,643
-3,107
2542
$368K ﹤0.01%
752
-32
2543
$368K ﹤0.01%
43,296
-3,100
2544
$367K ﹤0.01%
+9,365
2545
$366K ﹤0.01%
32,309
-60
2546
$366K ﹤0.01%
16,120
-3,266
2547
$366K ﹤0.01%
8,216
-81
2548
$365K ﹤0.01%
+6,486
2549
$365K ﹤0.01%
5,284
+1
2550
$364K ﹤0.01%
+57,629
100 101
102
103 104