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
1676
$1.08M ﹤0.01%
182,990
+49,811
1677
$1.08M ﹤0.01%
15,278
-278
1678
$1.07M ﹤0.01%
55,423
+6,587
1679
$1.07M ﹤0.01%
12,033
+503
1680
$1.07M ﹤0.01%
13,622
-70
1681
$1.07M ﹤0.01%
38,385
-1,653
1682
$1.07M ﹤0.01%
17,245
+994
1683
$1.07M ﹤0.01%
11,022
-211
1684
$1.07M ﹤0.01%
31,846
+1,492
1685
$1.07M ﹤0.01%
52,427
-1,552
1686
$1.07M ﹤0.01%
855
+142
1687
$1.06M ﹤0.01%
21,288
+10,533
1688
$1.06M ﹤0.01%
50,610
-4,198
1689
$1.06M ﹤0.01%
21,406
+551
1690
$1.06M ﹤0.01%
9,245
-411
1691
$1.06M ﹤0.01%
22,792
+14,526
1692
$1.06M ﹤0.01%
+21,080
1693
$1.06M ﹤0.01%
16,074
-3,724
1694
$1.06M ﹤0.01%
26,954
-5,657
1695
$1.06M ﹤0.01%
31,234
1696
$1.06M ﹤0.01%
21,511
-8,101
1697
$1.06M ﹤0.01%
19,466
-395
1698
$1.06M ﹤0.01%
6,754
-1,199
1699
$1.05M ﹤0.01%
32,408
-2,468
1700
$1.05M ﹤0.01%
10,741
-2,327
66 67
68
69 70