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
3076
$161K ﹤0.01%
48,340
+1,557
3077
$161K ﹤0.01%
+10,419
3078
$157K ﹤0.01%
30,098
-16,259
3079
$157K ﹤0.01%
11,797
-5,463
3080
$157K ﹤0.01%
10,439
-709
3081
$154K ﹤0.01%
10,099
-5,093
3082
$154K ﹤0.01%
+10,021
3083
$154K ﹤0.01%
29,315
-81
3084
$154K ﹤0.01%
68,017
-8,040
3085
$153K ﹤0.01%
16,937
-4,229
3086
$153K ﹤0.01%
12,365
3087
$152K ﹤0.01%
19,598
-386
3088
$152K ﹤0.01%
10,930
+353
3089
$152K ﹤0.01%
15,554
3090
$151K ﹤0.01%
28,544
3091
$151K ﹤0.01%
32,585
3092
$150K ﹤0.01%
49,928
+26,567
3093
$149K ﹤0.01%
10,927
+501
3094
$147K ﹤0.01%
12,109
-177
3095
$146K ﹤0.01%
16,112
+2,636
3096
$145K ﹤0.01%
18,391
+4,446
3097
$145K ﹤0.01%
17,094
-50
3098
$144K ﹤0.01%
13,756
-201
3099
$141K ﹤0.01%
90,543
-11,761
3100
$140K ﹤0.01%
30,805
-821
122 123
124
125 126