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
1576
$1.26M ﹤0.01%
28,836
-1,021
1577
$1.25M ﹤0.01%
8,973
-237
1578
$1.25M ﹤0.01%
83,264
+4,731
1579
$1.25M ﹤0.01%
+38,927
1580
$1.25M ﹤0.01%
36,431
-1,036
1581
$1.25M ﹤0.01%
17,036
+4,071
1582
$1.25M ﹤0.01%
31,055
+1,229
1583
$1.25M ﹤0.01%
73,957
+4,116
1584
$1.25M ﹤0.01%
6,774
+284
1585
$1.24M ﹤0.01%
186,970
-12,510
1586
$1.24M ﹤0.01%
50,993
+5,669
1587
$1.24M ﹤0.01%
13,713
-7,282
1588
$1.24M ﹤0.01%
65,422
-5,132
1589
$1.24M ﹤0.01%
12,816
+10
1590
$1.24M ﹤0.01%
27,699
+2,253
1591
$1.24M ﹤0.01%
+59,660
1592
$1.23M ﹤0.01%
22,859
-89
1593
$1.23M ﹤0.01%
48,514
+37,609
1594
$1.22M ﹤0.01%
38,342
+442
1595
$1.22M ﹤0.01%
18,583
+81
1596
$1.22M ﹤0.01%
56,075
+6,410
1597
$1.22M ﹤0.01%
47,375
+7,456
1598
$1.21M ﹤0.01%
23,325
+12,841
1599
$1.21M ﹤0.01%
20,715
+386
1600
$1.21M ﹤0.01%
56,667
-1,150
62 63
64
65 66