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
3226
$43K ﹤0.01%
+29,054
3227
$42K ﹤0.01%
22,200
3228
$42K ﹤0.01%
23,926
+4,000
3229
$42K ﹤0.01%
29,650
-1,869
3230
$41K ﹤0.01%
+16,000
3231
$41K ﹤0.01%
28,208
3232
$40K ﹤0.01%
+13,449
3233
$38K ﹤0.01%
119,060
+32,000
3234
$38K ﹤0.01%
11,170
-791
3235
$38K ﹤0.01%
10,055
-570
3236
$37K ﹤0.01%
38,978
+19,040
3237
$37K ﹤0.01%
11,711
+370
3238
$36K ﹤0.01%
1,204
+91
3239
$35K ﹤0.01%
+13,435
3240
$34K ﹤0.01%
19,896
-5,313
3241
$33K ﹤0.01%
10,000
3242
$33K ﹤0.01%
+414
3243
$32K ﹤0.01%
+1,178
3244
$32K ﹤0.01%
+17,110
3245
$31K ﹤0.01%
10,491
-864
3246
$30K ﹤0.01%
10,867
-1,000
3247
$29K ﹤0.01%
+15,940
3248
$28K ﹤0.01%
1,237
-10
3249
$27K ﹤0.01%
10,327
3250
$27K ﹤0.01%
10,877
-4,961
128 129
130
131 132