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
3251
$27K ﹤0.01%
17,295
-6,080
3252
$27K ﹤0.01%
16,201
+17
3253
$25K ﹤0.01%
+500
3254
$24K ﹤0.01%
1,301
3255
$23K ﹤0.01%
1,705
3256
$23K ﹤0.01%
21,849
+27
3257
$22K ﹤0.01%
+10,999
3258
$22K ﹤0.01%
21,200
-5,100
3259
$22K ﹤0.01%
14,557
-425
3260
$21K ﹤0.01%
10,483
-509
3261
$19K ﹤0.01%
1,057
+77
3262
$19K ﹤0.01%
853
+40
3263
$19K ﹤0.01%
+2,648
3264
$18K ﹤0.01%
+15,000
3265
$18K ﹤0.01%
22,500
+10,000
3266
$18K ﹤0.01%
+1,037
3267
$17K ﹤0.01%
733
+33
3268
$17K ﹤0.01%
2,807
3269
$17K ﹤0.01%
25,290
-5,284
3270
$16K ﹤0.01%
+12,000
3271
$15K ﹤0.01%
2,101
+350
3272
$15K ﹤0.01%
1,833
3273
$14K ﹤0.01%
1,219
-201
3274
$14K ﹤0.01%
10,589
-3
3275
$14K ﹤0.01%
15,985
-500
129 130
131
132 133