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
1626
$1.15M ﹤0.01%
29,206
+113
1627
$1.15M ﹤0.01%
2,529
-120
1628
$1.15M ﹤0.01%
12,028
-18,233
1629
$1.15M ﹤0.01%
31,116
-141
1630
$1.15M ﹤0.01%
7,881
-2,391
1631
$1.15M ﹤0.01%
4,220
+484
1632
$1.15M ﹤0.01%
40,401
+1,539
1633
$1.15M ﹤0.01%
28,695
-761
1634
$1.14M ﹤0.01%
20,879
-224
1635
$1.14M ﹤0.01%
69,961
-903
1636
$1.14M ﹤0.01%
19,764
-2,324
1637
$1.13M ﹤0.01%
34,569
+921
1638
$1.13M ﹤0.01%
63,183
+16,819
1639
$1.13M ﹤0.01%
181,517
+63,357
1640
$1.13M ﹤0.01%
41,800
+5,180
1641
$1.13M ﹤0.01%
25,283
+15,036
1642
$1.13M ﹤0.01%
35,164
+3,152
1643
$1.13M ﹤0.01%
20,914
+24
1644
$1.12M ﹤0.01%
32,856
-21,031
1645
$1.12M ﹤0.01%
6,651
-738
1646
$1.12M ﹤0.01%
25,886
-1,517
1647
$1.12M ﹤0.01%
53,822
+13,547
1648
$1.12M ﹤0.01%
16,252
-786
1649
$1.12M ﹤0.01%
11,846
+2,183
1650
$1.12M ﹤0.01%
177,790
+59,946
64 65
66
67 68