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
1651
$1.11M ﹤0.01%
9,303
+658
1652
$1.11M ﹤0.01%
17,009
-1,877
1653
$1.11M ﹤0.01%
36,193
+4,525
1654
$1.11M ﹤0.01%
2,790
-44
1655
$1.11M ﹤0.01%
23,107
+1,909
1656
$1.11M ﹤0.01%
45,855
+13,572
1657
$1.1M ﹤0.01%
22,270
+1,900
1658
$1.1M ﹤0.01%
25,887
+2,290
1659
$1.1M ﹤0.01%
113,125
-4,566
1660
$1.1M ﹤0.01%
443,427
+67,741
1661
$1.1M ﹤0.01%
21,197
-755
1662
$1.1M ﹤0.01%
24,298
+7,730
1663
$1.1M ﹤0.01%
40,511
-2,815
1664
$1.09M ﹤0.01%
27,142
-14,323
1665
$1.09M ﹤0.01%
36,980
+25,857
1666
$1.09M ﹤0.01%
81,868
+683
1667
$1.09M ﹤0.01%
7,928
-136
1668
$1.09M ﹤0.01%
10,872
-1,903
1669
$1.08M ﹤0.01%
34,362
+7,965
1670
$1.08M ﹤0.01%
16,333
-3,815
1671
$1.08M ﹤0.01%
14,521
-63
1672
$1.08M ﹤0.01%
8,740
+120
1673
$1.08M ﹤0.01%
8,224
+2,439
1674
$1.08M ﹤0.01%
902
+91
1675
$1.08M ﹤0.01%
21,097
-5,711
65 66
67
68 69