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
1701
$1.05M ﹤0.01%
47,588
+32,443
1702
$1.04M ﹤0.01%
65,688
+48,850
1703
$1.04M ﹤0.01%
52,158
-3,343
1704
$1.04M ﹤0.01%
158,211
+126,245
1705
$1.04M ﹤0.01%
20,671
+4
1706
$1.04M ﹤0.01%
13,582
-4,928
1707
$1.04M ﹤0.01%
14,402
-133
1708
$1.04M ﹤0.01%
16,681
-383
1709
$1.04M ﹤0.01%
153,593
-4,889
1710
$1.04M ﹤0.01%
56,923
+11,799
1711
$1.04M ﹤0.01%
12,053
-6,568
1712
$1.03M ﹤0.01%
40,217
+388
1713
$1.03M ﹤0.01%
5,648
-8,889
1714
$1.03M ﹤0.01%
38,089
+5,467
1715
$1.03M ﹤0.01%
20,968
-929
1716
$1.03M ﹤0.01%
11,662
-1,035
1717
$1.02M ﹤0.01%
+29,723
1718
$1.02M ﹤0.01%
44,003
-71
1719
$1.02M ﹤0.01%
25,393
-809
1720
$1.02M ﹤0.01%
93,246
-8,794
1721
$1.02M ﹤0.01%
12,837
-2,692
1722
$1.02M ﹤0.01%
104,212
+15,557
1723
$1.02M ﹤0.01%
+35,093
1724
$1.01M ﹤0.01%
19,928
+6,126
1725
$1.01M ﹤0.01%
14,629
+7,536
67 68
69
70 71