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
2651
$320K ﹤0.01%
10,109
2652
$319K ﹤0.01%
17,083
+1,837
2653
$319K ﹤0.01%
13,764
-1,409
2654
$319K ﹤0.01%
5,233
-408
2655
$318K ﹤0.01%
+4,810
2656
$318K ﹤0.01%
14,156
-4,528
2657
$317K ﹤0.01%
10,305
+98
2658
$317K ﹤0.01%
17,850
-941
2659
$317K ﹤0.01%
+10,383
2660
$317K ﹤0.01%
11,135
+1,025
2661
$316K ﹤0.01%
5,004
-1,248
2662
$316K ﹤0.01%
28,445
-274
2663
$316K ﹤0.01%
8,250
+643
2664
$316K ﹤0.01%
1,024
+305
2665
$315K ﹤0.01%
26,318
-1,268
2666
$314K ﹤0.01%
10,223
+1,583
2667
$314K ﹤0.01%
236
-25
2668
$312K ﹤0.01%
6,711
2669
$312K ﹤0.01%
10,497
-1,055
2670
$311K ﹤0.01%
24,965
+181
2671
$311K ﹤0.01%
+3,778
2672
$311K ﹤0.01%
13,044
-3,872
2673
$311K ﹤0.01%
12,294
+1,286
2674
$311K ﹤0.01%
+9,768
2675
$311K ﹤0.01%
10,099
-160
105 106
107
108 109