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
3026
$199K ﹤0.01%
51,671
-3,655
3027
$197K ﹤0.01%
12,245
+188
3028
$196K ﹤0.01%
17,245
+78
3029
$195K ﹤0.01%
31,937
+134
3030
$195K ﹤0.01%
15,514
3031
$193K ﹤0.01%
32,960
-14,643
3032
$193K ﹤0.01%
+15,304
3033
$192K ﹤0.01%
14,342
-841
3034
$191K ﹤0.01%
18,681
+2,515
3035
$190K ﹤0.01%
17,978
+745
3036
$189K ﹤0.01%
+10,581
3037
$188K ﹤0.01%
14,513
-8,744
3038
$188K ﹤0.01%
33,654
-2,000
3039
$188K ﹤0.01%
+11,831
3040
$187K ﹤0.01%
21,678
+162
3041
$186K ﹤0.01%
7,311
-1,207
3042
$186K ﹤0.01%
13,063
+437
3043
$185K ﹤0.01%
22,812
-3,522
3044
$185K ﹤0.01%
21,107
+10,138
3045
$185K ﹤0.01%
20,500
+969
3046
$184K ﹤0.01%
4,837
-305
3047
$183K ﹤0.01%
24,876
+1,077
3048
$183K ﹤0.01%
22,494
-486
3049
$182K ﹤0.01%
13,305
+3,169
3050
$181K ﹤0.01%
23,663
+2,148
120 121
122
123 124