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
2876
$238K ﹤0.01%
13,403
+1,971
2877
$238K ﹤0.01%
17,333
-1,651
2878
$238K ﹤0.01%
18,400
+2,220
2879
$237K ﹤0.01%
+5,166
2880
$237K ﹤0.01%
21,255
-4,999
2881
$236K ﹤0.01%
6,907
-4,606
2882
$236K ﹤0.01%
35,099
+775
2883
$236K ﹤0.01%
32,678
+5,871
2884
$236K ﹤0.01%
7,648
+522
2885
$235K ﹤0.01%
5,074
-260
2886
$235K ﹤0.01%
+3,185
2887
$235K ﹤0.01%
2,715
-57
2888
$234K ﹤0.01%
22,086
-720
2889
$234K ﹤0.01%
+5,360
2890
$234K ﹤0.01%
7,121
+280
2891
$234K ﹤0.01%
4,504
-5,670
2892
$234K ﹤0.01%
2,465
-412
2893
$233K ﹤0.01%
12,750
+2,209
2894
$233K ﹤0.01%
3,372
+308
2895
$233K ﹤0.01%
128,743
+43,542
2896
$233K ﹤0.01%
19,173
2897
$233K ﹤0.01%
+11,248
2898
$233K ﹤0.01%
19,262
-1,330
2899
$233K ﹤0.01%
+9,706
2900
$233K ﹤0.01%
11,042
+1,194
114 115
116
117 118