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
1751
$967K ﹤0.01%
21,268
-490
1752
$965K ﹤0.01%
44,448
-97,876
1753
$965K ﹤0.01%
28,997
-5,689
1754
$965K ﹤0.01%
+36,131
1755
$963K ﹤0.01%
19,208
-5,581
1756
$962K ﹤0.01%
7,466
+2,914
1757
$961K ﹤0.01%
40,470
+1,867
1758
$960K ﹤0.01%
95,927
+3,479
1759
$959K ﹤0.01%
3,568
-16
1760
$959K ﹤0.01%
58,523
+9,097
1761
$959K ﹤0.01%
102,798
-2,446
1762
$959K ﹤0.01%
17,566
-115
1763
$958K ﹤0.01%
15,865
+126
1764
$957K ﹤0.01%
2,172
+1,142
1765
$955K ﹤0.01%
48,164
-658
1766
$955K ﹤0.01%
17,880
-1,191
1767
$953K ﹤0.01%
21,211
+12,601
1768
$952K ﹤0.01%
+53,753
1769
$952K ﹤0.01%
+6,687
1770
$949K ﹤0.01%
30,877
+563
1771
$946K ﹤0.01%
24,695
1772
$942K ﹤0.01%
+14,488
1773
$942K ﹤0.01%
24,319
-3,561
1774
$942K ﹤0.01%
13,643
+623
1775
$939K ﹤0.01%
58,740
-192
69 70
71
72 73