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
2701
$301K ﹤0.01%
+28,197
2702
$300K ﹤0.01%
7,368
-698
2703
$300K ﹤0.01%
56,024
+2,437
2704
$298K ﹤0.01%
10,687
-1,800
2705
$298K ﹤0.01%
2,389
-45
2706
$298K ﹤0.01%
8,324
-304
2707
$298K ﹤0.01%
1,451
-19
2708
$298K ﹤0.01%
6,676
+182
2709
$297K ﹤0.01%
21,415
-16,500
2710
$297K ﹤0.01%
5,500
-272
2711
$297K ﹤0.01%
10,353
2712
$296K ﹤0.01%
6,264
-17,120
2713
$296K ﹤0.01%
4,381
+464
2714
$296K ﹤0.01%
5,323
+367
2715
$295K ﹤0.01%
9,369
+21
2716
$295K ﹤0.01%
12,609
-370
2717
$294K ﹤0.01%
9,429
+157
2718
$294K ﹤0.01%
113,636
+5,991
2719
$293K ﹤0.01%
29,025
+9,467
2720
$293K ﹤0.01%
6,324
-185
2721
$291K ﹤0.01%
7,741
-3,649
2722
$291K ﹤0.01%
1,382
+9
2723
$291K ﹤0.01%
6,873
-623
2724
$290K ﹤0.01%
121,141
-5,440
2725
$290K ﹤0.01%
7,519
-143
107 108
109
110 111