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
2576
$352K ﹤0.01%
7,099
-1,297
2577
$352K ﹤0.01%
2,276
-52
2578
$351K ﹤0.01%
1,007
-120
2579
$351K ﹤0.01%
5,443
-966
2580
$349K ﹤0.01%
5,896
+65
2581
$349K ﹤0.01%
22,181
+5,639
2582
$348K ﹤0.01%
17,568
-1,926
2583
$348K ﹤0.01%
+11,853
2584
$348K ﹤0.01%
49,534
+3,286
2585
$347K ﹤0.01%
14,816
-442
2586
$347K ﹤0.01%
16,798
-4,622
2587
$347K ﹤0.01%
10,759
+954
2588
$347K ﹤0.01%
2,791
-623
2589
$346K ﹤0.01%
13,514
+20
2590
$346K ﹤0.01%
5,837
+60
2591
$346K ﹤0.01%
9,746
+1,320
2592
$346K ﹤0.01%
1,814
+159
2593
$345K ﹤0.01%
5,130
-1,049
2594
$345K ﹤0.01%
+12,426
2595
$345K ﹤0.01%
+8,813
2596
$345K ﹤0.01%
17,568
-2,000
2597
$344K ﹤0.01%
9,305
+375
2598
$343K ﹤0.01%
54,323
-21,855
2599
$343K ﹤0.01%
8,738
-661
2600
$342K ﹤0.01%
2,967
-1,728
102 103
104
105 106