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
2776
$273K ﹤0.01%
1,498
-155
2777
$272K ﹤0.01%
8,639
+691
2778
$272K ﹤0.01%
17,260
-2,419
2779
$272K ﹤0.01%
9,191
+3,123
2780
$272K ﹤0.01%
+2,144
2781
$271K ﹤0.01%
13,728
-7,193
2782
$271K ﹤0.01%
2,906
-361
2783
$271K ﹤0.01%
1,859
-3,732
2784
$271K ﹤0.01%
+10,138
2785
$270K ﹤0.01%
8,371
-25
2786
$270K ﹤0.01%
27,111
+8,311
2787
$270K ﹤0.01%
3,187
-81
2788
$270K ﹤0.01%
1,456
-86
2789
$269K ﹤0.01%
2,648
-80
2790
$269K ﹤0.01%
7,940
+184
2791
$269K ﹤0.01%
+6,176
2792
$269K ﹤0.01%
22,153
2793
$269K ﹤0.01%
41,767
-89
2794
$269K ﹤0.01%
21,638
-14,195
2795
$268K ﹤0.01%
+6,303
2796
$268K ﹤0.01%
24,346
-4,091
2797
$268K ﹤0.01%
6,959
-2,544
2798
$267K ﹤0.01%
3,980
-9,312
2799
$267K ﹤0.01%
8,713
+1,792
2800
$267K ﹤0.01%
2,838
-150
110 111
112
113 114