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
1776
$939K ﹤0.01%
102,869
+13,796
1777
$938K ﹤0.01%
79,459
+9,595
1778
$937K ﹤0.01%
28,547
+2,460
1779
$933K ﹤0.01%
98,100
-1,874
1780
$933K ﹤0.01%
23,323
-1,349
1781
$932K ﹤0.01%
34,464
-397
1782
$932K ﹤0.01%
19,568
+146
1783
$931K ﹤0.01%
20,398
+139
1784
$930K ﹤0.01%
26,472
+2,848
1785
$930K ﹤0.01%
60,601
-4,643
1786
$926K ﹤0.01%
17,001
-998
1787
$923K ﹤0.01%
32,598
-18,277
1788
$922K ﹤0.01%
33,191
+16,981
1789
$921K ﹤0.01%
22,686
-291
1790
$919K ﹤0.01%
1,357
-3,037
1791
$919K ﹤0.01%
27,892
-1,453
1792
$918K ﹤0.01%
20,663
+1,034
1793
$918K ﹤0.01%
26,351
-20,996
1794
$918K ﹤0.01%
26,711
-35,787
1795
$915K ﹤0.01%
18,522
-784
1796
$915K ﹤0.01%
5,936
+4,210
1797
$914K ﹤0.01%
33,679
-2,027
1798
$913K ﹤0.01%
54,987
+38,321
1799
$911K ﹤0.01%
53,678
+20,987
1800
$908K ﹤0.01%
49,731
-7,144
70 71
72
73 74