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
3151
$100K ﹤0.01%
10,796
-3,520
3152
$99K ﹤0.01%
14,696
3153
$98K ﹤0.01%
148,287
-7,500
3154
$96K ﹤0.01%
39,637
-7,583
3155
$94K ﹤0.01%
13,532
+41
3156
$94K ﹤0.01%
10,405
3157
$93K ﹤0.01%
+10,719
3158
$88K ﹤0.01%
12,526
+600
3159
$88K ﹤0.01%
19,915
3160
$88K ﹤0.01%
11,470
-154
3161
$88K ﹤0.01%
18,185
+3,038
3162
$87K ﹤0.01%
12,589
+250
3163
$85K ﹤0.01%
32,475
-4,496
3164
$84K ﹤0.01%
11,010
+59
3165
$83K ﹤0.01%
11,908
-156
3166
$83K ﹤0.01%
2,652
-20
3167
$83K ﹤0.01%
16,373
+498
3168
$83K ﹤0.01%
+16,242
3169
$83K ﹤0.01%
13,501
+1
3170
$82K ﹤0.01%
+18,916
3171
$81K ﹤0.01%
20,560
-2,081
3172
$80K ﹤0.01%
+10,061
3173
$79K ﹤0.01%
18,710
-538
3174
$78K ﹤0.01%
14,450
-500
3175
$77K ﹤0.01%
10,700
+700
125 126
127
128 129