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
2551
$363K ﹤0.01%
35,062
-7,306
2552
$363K ﹤0.01%
+13,200
2553
$363K ﹤0.01%
55,622
+10,433
2554
$361K ﹤0.01%
6,049
+918
2555
$361K ﹤0.01%
3,743
-50
2556
$361K ﹤0.01%
14,627
+444
2557
$360K ﹤0.01%
+9,182
2558
$360K ﹤0.01%
16,889
-68
2559
$360K ﹤0.01%
7,883
-1,256
2560
$359K ﹤0.01%
+6,400
2561
$359K ﹤0.01%
3,370
+208
2562
$359K ﹤0.01%
12,261
-1
2563
$359K ﹤0.01%
2,980
-7,185
2564
$358K ﹤0.01%
12,400
-5,130
2565
$358K ﹤0.01%
23,717
+3,243
2566
$357K ﹤0.01%
17,727
-834
2567
$357K ﹤0.01%
+4,506
2568
$355K ﹤0.01%
15,288
-91
2569
$355K ﹤0.01%
34,129
+66
2570
$355K ﹤0.01%
+3,936
2571
$354K ﹤0.01%
27,264
+3,438
2572
$354K ﹤0.01%
13,467
-643
2573
$353K ﹤0.01%
5,720
-150
2574
$353K ﹤0.01%
100,208
+446
2575
$352K ﹤0.01%
10,495
-311
101 102
103
104 105