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
1826
$864K ﹤0.01%
23,979
+1,627
1827
$862K ﹤0.01%
148,700
+5,360
1828
$862K ﹤0.01%
7,222
-377
1829
$862K ﹤0.01%
13,225
-448
1830
$862K ﹤0.01%
4,726
+513
1831
$861K ﹤0.01%
1,342
-59
1832
$861K ﹤0.01%
+31,725
1833
$858K ﹤0.01%
24,586
+3,721
1834
$857K ﹤0.01%
7,330
-622
1835
$855K ﹤0.01%
57,951
+1,954
1836
$855K ﹤0.01%
14,071
-3,506
1837
$852K ﹤0.01%
10,692
-2,451
1838
$850K ﹤0.01%
138,598
+44,141
1839
$848K ﹤0.01%
9,926
-540
1840
$845K ﹤0.01%
26,236
+18,729
1841
$844K ﹤0.01%
6,348
-26
1842
$844K ﹤0.01%
42,127
-1,598
1843
$844K ﹤0.01%
23,017
+1,301
1844
$840K ﹤0.01%
11,062
+374
1845
$840K ﹤0.01%
10,360
+149
1846
$839K ﹤0.01%
52,800
+25,633
1847
$838K ﹤0.01%
85,035
+16,623
1848
$837K ﹤0.01%
4,201
+98
1849
$833K ﹤0.01%
22,981
-1,281
1850
$832K ﹤0.01%
9,384
-8,938
72 73
74
75 76