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
1851
$832K ﹤0.01%
74,984
-2,777
1852
$830K ﹤0.01%
1,482
+25
1853
$829K ﹤0.01%
71,279
+563
1854
$829K ﹤0.01%
25,114
-2,281
1855
$829K ﹤0.01%
30,774
+1,165
1856
$828K ﹤0.01%
38,619
-4,737
1857
$828K ﹤0.01%
33,160
+4,973
1858
$824K ﹤0.01%
260,700
+210,250
1859
$823K ﹤0.01%
28,428
+19,338
1860
$822K ﹤0.01%
40,212
+3,595
1861
$820K ﹤0.01%
5,833
-1,621
1862
$820K ﹤0.01%
12,463
-60
1863
$819K ﹤0.01%
3,232
+6
1864
$818K ﹤0.01%
32,188
-6,538
1865
$817K ﹤0.01%
28,166
+2,921
1866
$817K ﹤0.01%
13,903
-4,153
1867
$816K ﹤0.01%
31,764
-138,927
1868
$816K ﹤0.01%
20,310
+87
1869
$816K ﹤0.01%
10,559
+113
1870
$815K ﹤0.01%
29,930
+15,393
1871
$813K ﹤0.01%
3,769
-1,708
1872
$813K ﹤0.01%
+3,121
1873
$812K ﹤0.01%
10,677
-838
1874
$811K ﹤0.01%
3,167
+52
1875
$810K ﹤0.01%
2,333
+35
73 74
75
76 77