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
2851
$247K ﹤0.01%
2,738
-66
2852
$247K ﹤0.01%
9,240
+7
2853
$246K ﹤0.01%
1,305
-3,684
2854
$246K ﹤0.01%
4,544
-900
2855
$246K ﹤0.01%
20,795
+4,914
2856
$246K ﹤0.01%
3,243
-4,474
2857
$246K ﹤0.01%
+1,533
2858
$246K ﹤0.01%
2,653
+13
2859
$245K ﹤0.01%
3,503
-11,764
2860
$245K ﹤0.01%
20,888
-2,875
2861
$245K ﹤0.01%
3,777
-304
2862
$245K ﹤0.01%
+5,096
2863
$244K ﹤0.01%
11,579
-1,035
2864
$244K ﹤0.01%
3,111
-7,938
2865
$243K ﹤0.01%
+764
2866
$243K ﹤0.01%
5,549
-627
2867
$242K ﹤0.01%
3,755
-126
2868
$242K ﹤0.01%
1,443
-20
2869
$241K ﹤0.01%
2,838
2870
$241K ﹤0.01%
61,726
-1,387
2871
$241K ﹤0.01%
+6,725
2872
$240K ﹤0.01%
15,545
-69
2873
$240K ﹤0.01%
2,872
-20
2874
$240K ﹤0.01%
+4,083
2875
$239K ﹤0.01%
+3,733
113 114
115
116 117