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
1601
$1.21M ﹤0.01%
9,353
-2,253
1602
$1.21M ﹤0.01%
58,030
+942
1603
$1.21M ﹤0.01%
26,369
-14,929
1604
$1.21M ﹤0.01%
44,328
+4,271
1605
$1.2M ﹤0.01%
+14,681
1606
$1.2M ﹤0.01%
101,903
+1,046
1607
$1.2M ﹤0.01%
14,609
+1,249
1608
$1.2M ﹤0.01%
82,422
+1,749
1609
$1.2M ﹤0.01%
42,498
-5,274
1610
$1.2M ﹤0.01%
21,686
-26,313
1611
$1.2M ﹤0.01%
72,075
+37,666
1612
$1.19M ﹤0.01%
168,215
+122,073
1613
$1.19M ﹤0.01%
19,726
+493
1614
$1.19M ﹤0.01%
38,795
+2,965
1615
$1.19M ﹤0.01%
32,222
+3,040
1616
$1.18M ﹤0.01%
8,690
+38
1617
$1.18M ﹤0.01%
58,513
-122
1618
$1.18M ﹤0.01%
14,184
+99
1619
$1.17M ﹤0.01%
31,896
-4,729
1620
$1.17M ﹤0.01%
41,603
-2,932
1621
$1.17M ﹤0.01%
28,412
+513
1622
$1.16M ﹤0.01%
90,020
-1,804
1623
$1.16M ﹤0.01%
24,879
+8,676
1624
$1.16M ﹤0.01%
75,087
+2,479
1625
$1.15M ﹤0.01%
43,432
+769
63 64
65
66 67