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
2601
$341K ﹤0.01%
+2,472
2602
$341K ﹤0.01%
17,385
-1,731
2603
$340K ﹤0.01%
90,205
+19,822
2604
$339K ﹤0.01%
4,278
-37,259
2605
$339K ﹤0.01%
+7,724
2606
$338K ﹤0.01%
6,903
-2,870
2607
$338K ﹤0.01%
+14,823
2608
$338K ﹤0.01%
10,344
-1,085
2609
$338K ﹤0.01%
12,666
+2,877
2610
$338K ﹤0.01%
9,075
+150
2611
$338K ﹤0.01%
5,191
-180
2612
$337K ﹤0.01%
2,474
-36
2613
$337K ﹤0.01%
14,971
-254
2614
$337K ﹤0.01%
19,409
-20,353
2615
$336K ﹤0.01%
19,475
-8,189
2616
$336K ﹤0.01%
12,505
+12
2617
$336K ﹤0.01%
13,243
-1,240
2618
$335K ﹤0.01%
+2,673
2619
$334K ﹤0.01%
2,868
-805
2620
$334K ﹤0.01%
11,942
+1,142
2621
$334K ﹤0.01%
8,139
+1,714
2622
$334K ﹤0.01%
12,789
-138
2623
$333K ﹤0.01%
2,559
-5,610
2624
$333K ﹤0.01%
8,103
-1,840
2625
$333K ﹤0.01%
810
-5,757
103 104
105
106 107