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
3201
$59K ﹤0.01%
1,342
-309
3202
$58K ﹤0.01%
12,058
-3,942
3203
$56K ﹤0.01%
19,345
+4,195
3204
$55K ﹤0.01%
20,531
-1,475
3205
$55K ﹤0.01%
19,626
-1,814
3206
$54K ﹤0.01%
1,506
-34
3207
$52K ﹤0.01%
41,873
3208
$52K ﹤0.01%
19,729
-4,779
3209
$51K ﹤0.01%
14,743
+600
3210
$51K ﹤0.01%
6,724
-31,437
3211
$51K ﹤0.01%
84,082
-4,312
3212
$50K ﹤0.01%
+10,657
3213
$50K ﹤0.01%
1,673
+428
3214
$50K ﹤0.01%
+17,290
3215
$49K ﹤0.01%
41,521
-5,100
3216
$47K ﹤0.01%
18,911
-2,162
3217
$45K ﹤0.01%
11,934
-90,867
3218
$45K ﹤0.01%
19,595
-569
3219
$45K ﹤0.01%
12,500
3220
$45K ﹤0.01%
22,280
3221
$44K ﹤0.01%
18,162
+229
3222
$44K ﹤0.01%
957
+13
3223
$44K ﹤0.01%
23,988
-115
3224
$43K ﹤0.01%
12,169
-730
3225
$43K ﹤0.01%
105,648
-16,102
127 128
129
130 131