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
1876
$810K ﹤0.01%
10,828
+4,303
1877
$808K ﹤0.01%
12,006
+3,779
1878
$807K ﹤0.01%
56,406
+20,971
1879
$806K ﹤0.01%
37,988
-7,456
1880
$805K ﹤0.01%
32,225
-759
1881
$805K ﹤0.01%
28,182
+1,922
1882
$804K ﹤0.01%
13,255
-2,932
1883
$804K ﹤0.01%
27,802
-7,467
1884
$804K ﹤0.01%
6,211
+3,267
1885
$803K ﹤0.01%
25,286
+16,526
1886
$803K ﹤0.01%
26,793
-2,007
1887
$802K ﹤0.01%
2,386
+450
1888
$801K ﹤0.01%
24,805
-2,023
1889
$800K ﹤0.01%
24,663
-34,335
1890
$800K ﹤0.01%
64,352
-19,149
1891
$798K ﹤0.01%
15,243
+6
1892
$795K ﹤0.01%
40,229
+23,084
1893
$793K ﹤0.01%
29,005
+2,347
1894
$792K ﹤0.01%
16,135
+347
1895
$790K ﹤0.01%
22,485
+984
1896
$790K ﹤0.01%
22,658
-238
1897
$788K ﹤0.01%
27,416
-8,715
1898
$787K ﹤0.01%
13,047
-400
1899
$786K ﹤0.01%
11,164
-237
1900
$785K ﹤0.01%
30,874
+6,700
74 75
76
77 78