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
1926
$759K ﹤0.01%
14,661
-1,074
1927
$759K ﹤0.01%
14,686
-2,889
1928
$757K ﹤0.01%
+12,995
1929
$755K ﹤0.01%
8,130
-12
1930
$755K ﹤0.01%
18,364
+657
1931
$754K ﹤0.01%
26,638
-2,189
1932
$753K ﹤0.01%
38,279
-703
1933
$751K ﹤0.01%
3,730
+264
1934
$748K ﹤0.01%
15,786
-38
1935
$747K ﹤0.01%
+14,050
1936
$747K ﹤0.01%
6,216
+571
1937
$746K ﹤0.01%
6,205
+1,067
1938
$745K ﹤0.01%
45,204
-46,846
1939
$745K ﹤0.01%
2,918
-336
1940
$745K ﹤0.01%
12,218
-62
1941
$744K ﹤0.01%
11,356
-3,043
1942
$744K ﹤0.01%
137,528
-5,430
1943
$744K ﹤0.01%
26,664
-12,850
1944
$743K ﹤0.01%
2,468
+149
1945
$742K ﹤0.01%
36,287
+2,763
1946
$742K ﹤0.01%
53,586
-3,000
1947
$741K ﹤0.01%
2,788
+218
1948
$741K ﹤0.01%
35,055
+1,767
1949
$741K ﹤0.01%
6,092
-112
1950
$740K ﹤0.01%
7,525
-49
76 77
78
79 80