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
2976
$213K ﹤0.01%
+8,463
2977
$213K ﹤0.01%
2,202
+16
2978
$213K ﹤0.01%
+6,293
2979
$211K ﹤0.01%
+2,043
2980
$211K ﹤0.01%
4,508
-838
2981
$211K ﹤0.01%
10,708
-2,033
2982
$211K ﹤0.01%
+9,621
2983
$211K ﹤0.01%
+6,390
2984
$211K ﹤0.01%
+4,783
2985
$210K ﹤0.01%
15,106
2986
$210K ﹤0.01%
+7,881
2987
$210K ﹤0.01%
+8,839
2988
$210K ﹤0.01%
+12,803
2989
$210K ﹤0.01%
+6,846
2990
$209K ﹤0.01%
19,877
+100
2991
$209K ﹤0.01%
9,768
-2,526
2992
$209K ﹤0.01%
3,595
+105
2993
$208K ﹤0.01%
9,658
+98
2994
$208K ﹤0.01%
2,482
+23
2995
$208K ﹤0.01%
1,943
2996
$208K ﹤0.01%
11,765
-4,934
2997
$208K ﹤0.01%
+4,477
2998
$207K ﹤0.01%
3,311
-4,936
2999
$207K ﹤0.01%
22,921
-6,207
3000
$207K ﹤0.01%
+13,700
118 119
120
121 122