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
1726
$1.01M ﹤0.01%
72,804
-180,612
1727
$1.01M ﹤0.01%
44,718
-6,702
1728
$1.01M ﹤0.01%
17,349
+5,913
1729
$1.01M ﹤0.01%
34,008
+3,252
1730
$1M ﹤0.01%
14,252
+7,244
1731
$1M ﹤0.01%
13,229
-73,924
1732
$999K ﹤0.01%
8,854
-503
1733
$998K ﹤0.01%
64,679
-13,113
1734
$994K ﹤0.01%
6,383
-2,000
1735
$994K ﹤0.01%
18,478
+332
1736
$994K ﹤0.01%
310,698
+85,783
1737
$994K ﹤0.01%
81,117
-314
1738
$993K ﹤0.01%
35,651
+128
1739
$989K ﹤0.01%
165,941
+7,673
1740
$987K ﹤0.01%
27,726
-1,959
1741
$987K ﹤0.01%
21,509
+2,643
1742
$987K ﹤0.01%
9,333
-963
1743
$982K ﹤0.01%
46,742
-23,007
1744
$980K ﹤0.01%
29,045
+5,343
1745
$979K ﹤0.01%
2,845
-438
1746
$978K ﹤0.01%
31,449
+21,312
1747
$972K ﹤0.01%
19,993
-12,185
1748
$970K ﹤0.01%
12,661
+1,524
1749
$969K ﹤0.01%
16,955
+3,963
1750
$969K ﹤0.01%
16,237
+3,377
68 69
70
71 72