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
2676
$310K ﹤0.01%
2,851
-8,940
2677
$310K ﹤0.01%
2,222
+135
2678
$310K ﹤0.01%
6,143
+1,093
2679
$310K ﹤0.01%
24,973
+227
2680
$309K ﹤0.01%
17,214
-603
2681
$309K ﹤0.01%
17,135
+238
2682
$309K ﹤0.01%
+7,050
2683
$309K ﹤0.01%
20,492
-7,750
2684
$309K ﹤0.01%
2,955
-1,136
2685
$309K ﹤0.01%
1,452
+26
2686
$308K ﹤0.01%
3,168
-131
2687
$307K ﹤0.01%
17,198
-418
2688
$307K ﹤0.01%
3,377
+259
2689
$307K ﹤0.01%
4,845
+59
2690
$307K ﹤0.01%
41,421
+7,776
2691
$306K ﹤0.01%
25,907
-625
2692
$305K ﹤0.01%
27,795
+13,464
2693
$305K ﹤0.01%
8,962
+9
2694
$303K ﹤0.01%
8,459
+648
2695
$303K ﹤0.01%
2,885
-1,905
2696
$303K ﹤0.01%
23,022
-2,943
2697
$302K ﹤0.01%
4,462
-9
2698
$301K ﹤0.01%
1,563
+87
2699
$301K ﹤0.01%
8,321
-1,245
2700
$301K ﹤0.01%
+41,180
106 107
108
109 110