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
2626
$332K ﹤0.01%
9,031
+2,123
2627
$330K ﹤0.01%
+4,731
2628
$328K ﹤0.01%
11,053
-1,304
2629
$328K ﹤0.01%
+8,829
2630
$327K ﹤0.01%
3,048
-20
2631
$327K ﹤0.01%
28,372
2632
$327K ﹤0.01%
2,887
-432
2633
$326K ﹤0.01%
11,552
+557
2634
$326K ﹤0.01%
6,541
-2,248
2635
$326K ﹤0.01%
+15,447
2636
$326K ﹤0.01%
61,362
+5,006
2637
$326K ﹤0.01%
+9,425
2638
$325K ﹤0.01%
9,647
-4,863
2639
$325K ﹤0.01%
7,208
+2,714
2640
$324K ﹤0.01%
11,816
+492
2641
$323K ﹤0.01%
13,080
-641
2642
$322K ﹤0.01%
25,987
2643
$322K ﹤0.01%
+1,085
2644
$322K ﹤0.01%
7,750
+566
2645
$322K ﹤0.01%
15,291
-234
2646
$322K ﹤0.01%
33,990
-47
2647
$321K ﹤0.01%
6,907
+687
2648
$320K ﹤0.01%
32,041
-7,461
2649
$320K ﹤0.01%
6,705
+2,065
2650
$320K ﹤0.01%
12,899
-3,931
104 105
106
107 108