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
1801
$902K ﹤0.01%
12,067
-1,898
1802
$901K ﹤0.01%
7,945
+2,298
1803
$901K ﹤0.01%
21,648
-2,411
1804
$900K ﹤0.01%
45,207
-20,100
1805
$896K ﹤0.01%
24,650
+3,700
1806
$895K ﹤0.01%
11,284
-490
1807
$893K ﹤0.01%
21,143
-410
1808
$891K ﹤0.01%
14,577
+651
1809
$888K ﹤0.01%
10,742
-3,389
1810
$888K ﹤0.01%
30,673
1811
$883K ﹤0.01%
10,675
-2,296
1812
$882K ﹤0.01%
30,398
+5,620
1813
$882K ﹤0.01%
30,290
-51,547
1814
$878K ﹤0.01%
+28,135
1815
$878K ﹤0.01%
33,461
-1,118
1816
$876K ﹤0.01%
50,960
+17,883
1817
$876K ﹤0.01%
131,544
+9,854
1818
$873K ﹤0.01%
34,027
+290
1819
$872K ﹤0.01%
37,819
-2,640
1820
$872K ﹤0.01%
32,430
+2,557
1821
$871K ﹤0.01%
26,382
-1,961
1822
$871K ﹤0.01%
32,050
-940
1823
$868K ﹤0.01%
28,689
-1,155
1824
$866K ﹤0.01%
15,939
-246
1825
$865K ﹤0.01%
116,171
+3,377
71 72
73
74 75