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
1901
$784K ﹤0.01%
13,086
+89
1902
$781K ﹤0.01%
10,938
-14
1903
$780K ﹤0.01%
29,373
-659
1904
$779K ﹤0.01%
6,952
-678
1905
$779K ﹤0.01%
18,819
-5,558
1906
$778K ﹤0.01%
36,000
-4,117
1907
$777K ﹤0.01%
19,599
-1,439
1908
$776K ﹤0.01%
16,815
+3,758
1909
$774K ﹤0.01%
+58,646
1910
$773K ﹤0.01%
13,006
-1,243
1911
$772K ﹤0.01%
9,517
-1,684
1912
$767K ﹤0.01%
49,350
-23
1913
$767K ﹤0.01%
29,826
+19,544
1914
$767K ﹤0.01%
28,710
-13,494
1915
$767K ﹤0.01%
7,620
+2,946
1916
$766K ﹤0.01%
34,871
+903
1917
$765K ﹤0.01%
20,877
+606
1918
$765K ﹤0.01%
19,706
-2,985
1919
$764K ﹤0.01%
28,313
-572
1920
$764K ﹤0.01%
38,605
-6,078
1921
$763K ﹤0.01%
13,867
+3,347
1922
$762K ﹤0.01%
20,465
+7,539
1923
$762K ﹤0.01%
39,366
-2,741
1924
$761K ﹤0.01%
6,277
-753
1925
$761K ﹤0.01%
8,566
+611
75 76
77
78 79