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
3101
$139K ﹤0.01%
37,174
+4,300
3102
$139K ﹤0.01%
17,481
-8,031
3103
$136K ﹤0.01%
24,788
+3
3104
$135K ﹤0.01%
24,452
+759
3105
$135K ﹤0.01%
17,302
-1,271
3106
$135K ﹤0.01%
+16,350
3107
$134K ﹤0.01%
+10,347
3108
$133K ﹤0.01%
10,726
-86
3109
$132K ﹤0.01%
12,139
+75
3110
$131K ﹤0.01%
47,587
-5,771
3111
$130K ﹤0.01%
12,072
+215
3112
$130K ﹤0.01%
21,755
-530
3113
$130K ﹤0.01%
+11,379
3114
$129K ﹤0.01%
11,635
+876
3115
$128K ﹤0.01%
41,000
+1,000
3116
$128K ﹤0.01%
10,321
-299
3117
$126K ﹤0.01%
51,381
-8,893
3118
$126K ﹤0.01%
105,060
-11,179
3119
$126K ﹤0.01%
30,884
-3,240
3120
$125K ﹤0.01%
29,656
+12,411
3121
$125K ﹤0.01%
498,594
+169,575
3122
$123K ﹤0.01%
27,685
+1,799
3123
$122K ﹤0.01%
12,250
3124
$122K ﹤0.01%
+37,448
3125
$121K ﹤0.01%
19,280
-88
123 124
125
126 127