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
2951
$220K ﹤0.01%
13,875
+1,500
2952
$220K ﹤0.01%
+3,621
2953
$220K ﹤0.01%
956
-350
2954
$219K ﹤0.01%
7,664
+205
2955
$219K ﹤0.01%
+9,558
2956
$219K ﹤0.01%
+8,866
2957
$219K ﹤0.01%
+4,427
2958
$218K ﹤0.01%
1,336
+148
2959
$218K ﹤0.01%
155,456
-200
2960
$218K ﹤0.01%
18,915
+8,262
2961
$217K ﹤0.01%
3,154
+52
2962
$217K ﹤0.01%
18,185
+1,865
2963
$217K ﹤0.01%
9,023
+583
2964
$217K ﹤0.01%
1,110
-4
2965
$217K ﹤0.01%
11,171
-614
2966
$216K ﹤0.01%
5,748
-1,353
2967
$216K ﹤0.01%
+8,982
2968
$215K ﹤0.01%
+5,176
2969
$215K ﹤0.01%
13,627
-22,395
2970
$215K ﹤0.01%
+7,534
2971
$215K ﹤0.01%
23,953
-88
2972
$215K ﹤0.01%
16,260
-656
2973
$215K ﹤0.01%
11,742
-4,802
2974
$214K ﹤0.01%
28,955
+322
2975
$213K ﹤0.01%
12,262
+5
117 118
119
120 121