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
2726
$290K ﹤0.01%
+18,380
2727
$288K ﹤0.01%
2,773
-80
2728
$287K ﹤0.01%
12,525
-322
2729
$287K ﹤0.01%
9,559
+2,215
2730
$287K ﹤0.01%
15,316
+2,014
2731
$287K ﹤0.01%
12,823
+1,300
2732
$287K ﹤0.01%
3,802
-61
2733
$286K ﹤0.01%
10,708
-3,726
2734
$286K ﹤0.01%
12,854
-7,052
2735
$286K ﹤0.01%
30,207
+4,133
2736
$285K ﹤0.01%
79,241
-75
2737
$285K ﹤0.01%
2,887
+5
2738
$285K ﹤0.01%
12,218
-8,820
2739
$285K ﹤0.01%
7,959
2740
$284K ﹤0.01%
17,078
-5,721
2741
$284K ﹤0.01%
4,419
-405
2742
$284K ﹤0.01%
+1,151
2743
$283K ﹤0.01%
6,575
+61
2744
$283K ﹤0.01%
11,037
+1,900
2745
$282K ﹤0.01%
1,194
+83
2746
$282K ﹤0.01%
13,772
-808
2747
$282K ﹤0.01%
9,799
+343
2748
$282K ﹤0.01%
18,008
2749
$281K ﹤0.01%
1,689
+335
2750
$281K ﹤0.01%
27,600
-175
108 109
110
111 112