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
2901
$232K ﹤0.01%
1,627
-160
2902
$232K ﹤0.01%
43,918
+8,878
2903
$231K ﹤0.01%
6,552
2904
$231K ﹤0.01%
9,828
+43
2905
$231K ﹤0.01%
8,705
-3,420
2906
$231K ﹤0.01%
+9,384
2907
$231K ﹤0.01%
10,320
2908
$230K ﹤0.01%
+739
2909
$230K ﹤0.01%
9,551
-19,200
2910
$230K ﹤0.01%
+6,074
2911
$230K ﹤0.01%
10,459
+1,148
2912
$230K ﹤0.01%
38,353
-1,346
2913
$230K ﹤0.01%
+10,528
2914
$230K ﹤0.01%
+7,341
2915
$229K ﹤0.01%
14,485
+280
2916
$229K ﹤0.01%
11,091
-161,006
2917
$229K ﹤0.01%
7,572
2918
$228K ﹤0.01%
3,323
+124
2919
$228K ﹤0.01%
8,993
-53
2920
$228K ﹤0.01%
66,267
-6,409
2921
$228K ﹤0.01%
+2,745
2922
$228K ﹤0.01%
+1,430
2923
$228K ﹤0.01%
9,595
+199
2924
$227K ﹤0.01%
21,921
-8,536
2925
$227K ﹤0.01%
11,333
-7,180
115 116
117
118 119