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
3276
$13K ﹤0.01%
10,513
3277
$13K ﹤0.01%
10,000
3278
$13K ﹤0.01%
10,548
-10,900
3279
$13K ﹤0.01%
205
-84
3280
$13K ﹤0.01%
830
-41
3281
$12K ﹤0.01%
+10,000
3282
$11K ﹤0.01%
14,108
3283
$11K ﹤0.01%
20,000
3284
$10K ﹤0.01%
1,581
3285
$10K ﹤0.01%
1,186
-398
3286
$10K ﹤0.01%
16,523
-900
3287
$9K ﹤0.01%
826
3288
$9K ﹤0.01%
145
-10
3289
$9K ﹤0.01%
11,200
+1,000
3290
$9K ﹤0.01%
12,000
3291
$7K ﹤0.01%
+15,170
3292
$6K ﹤0.01%
44,280
-78,000
3293
$4K ﹤0.01%
10,800
3294
$3K ﹤0.01%
5,040
3295
$3K ﹤0.01%
10,374
3296
$2K ﹤0.01%
10,550
3297
$1K ﹤0.01%
750
3298
$1K ﹤0.01%
10,500
3299
– –
-261,741
3300
– –
-1,517
130 131
132
133 134