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
3001
$206K ﹤0.01%
7,913
+1
3002
$206K ﹤0.01%
+2,810
3003
$206K ﹤0.01%
23,966
+10,102
3004
$206K ﹤0.01%
4,803
-186
3005
$206K ﹤0.01%
12,597
-2,550
3006
$205K ﹤0.01%
3,285
-966
3007
$205K ﹤0.01%
+1,039
3008
$204K ﹤0.01%
+6,604
3009
$204K ﹤0.01%
3,568
-2,022
3010
$204K ﹤0.01%
+2,421
3011
$204K ﹤0.01%
+4,871
3012
$203K ﹤0.01%
1,889
-10
3013
$203K ﹤0.01%
+6,849
3014
$203K ﹤0.01%
+2,641
3015
$203K ﹤0.01%
45,939
-5,409
3016
$202K ﹤0.01%
17,931
-23,572
3017
$202K ﹤0.01%
13,106
+993
3018
$201K ﹤0.01%
5,966
-553
3019
$201K ﹤0.01%
29,278
-76,064
3020
$201K ﹤0.01%
+5,956
3021
$201K ﹤0.01%
4,747
3022
$201K ﹤0.01%
6,307
-6,253
3023
$201K ﹤0.01%
+6,000
3024
$200K ﹤0.01%
8,791
-2,004
3025
$200K ﹤0.01%
+10,021
119 120
121
122 123