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
1951
$740K ﹤0.01%
26,345
-682
1952
$739K ﹤0.01%
22,689
+8,741
1953
$734K ﹤0.01%
6,757
+127
1954
$734K ﹤0.01%
18,782
-1,555
1955
$732K ﹤0.01%
107,780
-18,324
1956
$732K ﹤0.01%
+23,766
1957
$731K ﹤0.01%
70,746
+1,592
1958
$731K ﹤0.01%
4,266
-3,482
1959
$731K ﹤0.01%
6,905
-533
1960
$731K ﹤0.01%
26,605
-5,472
1961
$730K ﹤0.01%
14,491
+5,386
1962
$728K ﹤0.01%
38,710
+18,733
1963
$727K ﹤0.01%
5,660
+1,387
1964
$725K ﹤0.01%
15,625
-9,034
1965
$723K ﹤0.01%
32,951
+6,828
1966
$720K ﹤0.01%
40,582
-10,839
1967
$719K ﹤0.01%
30,732
+12,198
1968
$718K ﹤0.01%
59,811
+4,308
1969
$718K ﹤0.01%
55,556
+515
1970
$716K ﹤0.01%
4,845
-319
1971
$715K ﹤0.01%
13,317
+4,008
1972
$714K ﹤0.01%
68,262
-5,377
1973
$713K ﹤0.01%
22,459
+1,466
1974
$711K ﹤0.01%
18,904
-14,844
1975
$711K ﹤0.01%
13,079
-2,105
77 78
79
80 81