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
2801
$267K ﹤0.01%
11,466
-204
2802
$265K ﹤0.01%
+11,842
2803
$265K ﹤0.01%
+4,165
2804
$264K ﹤0.01%
8,125
+62
2805
$264K ﹤0.01%
5,381
-22
2806
$264K ﹤0.01%
11,975
+787
2807
$264K ﹤0.01%
5,258
-1,397
2808
$264K ﹤0.01%
+7,137
2809
$263K ﹤0.01%
51,074
+5,000
2810
$263K ﹤0.01%
901
+6
2811
$262K ﹤0.01%
+8,783
2812
$261K ﹤0.01%
60,834
+26,523
2813
$260K ﹤0.01%
20,857
-327
2814
$260K ﹤0.01%
+159
2815
$260K ﹤0.01%
+9,304
2816
$260K ﹤0.01%
59,937
+2,664
2817
$260K ﹤0.01%
6,479
-5,854
2818
$260K ﹤0.01%
6,444
+779
2819
$259K ﹤0.01%
+3,045
2820
$259K ﹤0.01%
25,282
-1,132
2821
$259K ﹤0.01%
7,864
2822
$259K ﹤0.01%
+4,339
2823
$259K ﹤0.01%
+831
2824
$259K ﹤0.01%
11,112
-100
2825
$259K ﹤0.01%
7,906
-1,013
111 112
113
114 115