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
2826
$258K ﹤0.01%
+2,847
2827
$258K ﹤0.01%
23,070
+2,016
2828
$257K ﹤0.01%
+14,976
2829
$257K ﹤0.01%
10,852
+45
2830
$257K ﹤0.01%
10,682
-27,400
2831
$257K ﹤0.01%
25,000
2832
$256K ﹤0.01%
31,365
2833
$256K ﹤0.01%
14,658
-2,489
2834
$256K ﹤0.01%
7,646
+15
2835
$255K ﹤0.01%
8,196
+32
2836
$254K ﹤0.01%
1,355
-33
2837
$254K ﹤0.01%
+9,801
2838
$254K ﹤0.01%
21,313
-4,000
2839
$253K ﹤0.01%
+5,782
2840
$253K ﹤0.01%
1,573
-23
2841
$253K ﹤0.01%
30,429
-1,339
2842
$253K ﹤0.01%
5,173
-23,188
2843
$251K ﹤0.01%
10,322
-4,085
2844
$251K ﹤0.01%
2,693
-256
2845
$250K ﹤0.01%
4,036
+9
2846
$250K ﹤0.01%
70,554
-8,696
2847
$248K ﹤0.01%
19,318
+7,447
2848
$248K ﹤0.01%
5,757
+22
2849
$248K ﹤0.01%
5,069
-98
2850
$247K ﹤0.01%
10,266
+3
112 113
114
115 116