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
3176
$77K ﹤0.01%
18,694
-1,933
3177
$75K ﹤0.01%
47,526
+1,842
3178
$75K ﹤0.01%
34,042
+1,872
3179
$74K ﹤0.01%
11,881
-2
3180
$74K ﹤0.01%
1,032
+593
3181
$73K ﹤0.01%
15,175
-4,057
3182
$73K ﹤0.01%
16,811
+5,000
3183
$72K ﹤0.01%
27,316
-7,109
3184
$69K ﹤0.01%
10,062
3185
$69K ﹤0.01%
28,571
-99,468
3186
$68K ﹤0.01%
+1,150
3187
$67K ﹤0.01%
12,565
3188
$66K ﹤0.01%
33,355
3189
$65K ﹤0.01%
31,500
-3,531
3190
$65K ﹤0.01%
20,247
3191
$63K ﹤0.01%
+11,600
3192
$63K ﹤0.01%
+10,549
3193
$62K ﹤0.01%
21,815
3194
$61K ﹤0.01%
15,521
-9,181
3195
$61K ﹤0.01%
+12,961
3196
$61K ﹤0.01%
+12,311
3197
$60K ﹤0.01%
+12,252
3198
$60K ﹤0.01%
27,780
3199
$59K ﹤0.01%
12,802
-86
3200
$59K ﹤0.01%
24,643
-180,500
126 127
128
129 130