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
3051
$179K ﹤0.01%
48,248
+7,056
3052
$179K ﹤0.01%
18,542
-2,731
3053
$178K ﹤0.01%
12,891
-182
3054
$178K ﹤0.01%
+18,220
3055
$176K ﹤0.01%
30,434
-12,419
3056
$175K ﹤0.01%
8,158
+762
3057
$174K ﹤0.01%
26,993
+13,328
3058
$173K ﹤0.01%
24,738
-8,053
3059
$172K ﹤0.01%
+14,903
3060
$172K ﹤0.01%
55,327
-9,963
3061
$170K ﹤0.01%
17,645
+7,067
3062
$169K ﹤0.01%
28,072
+8,830
3063
$169K ﹤0.01%
10,573
-6,464
3064
$168K ﹤0.01%
14,715
+56
3065
$168K ﹤0.01%
+10,435
3066
$168K ﹤0.01%
219,727
-5,439
3067
$167K ﹤0.01%
23,906
-283
3068
$167K ﹤0.01%
30,825
-975
3069
$166K ﹤0.01%
13,943
-16
3070
$166K ﹤0.01%
123,609
+34,734
3071
$164K ﹤0.01%
21,914
+8,400
3072
$164K ﹤0.01%
13,557
-4,963
3073
$163K ﹤0.01%
36,521
3074
$163K ﹤0.01%
38,139
+3,606
3075
$162K ﹤0.01%
22,643
-2,341
121 122
123
124 125