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
2051
$642K ﹤0.01%
102,116
-3,749
2052
$641K ﹤0.01%
+25,167
2053
$640K ﹤0.01%
+20,691
2054
$639K ﹤0.01%
10,239
-206
2055
$639K ﹤0.01%
28,524
+486
2056
$638K ﹤0.01%
8,125
+331
2057
$637K ﹤0.01%
193,175
-32,198
2058
$637K ﹤0.01%
2,384
-3,773
2059
$636K ﹤0.01%
28,730
-750
2060
$635K ﹤0.01%
18,789
+531
2061
$635K ﹤0.01%
118,060
-1,810
2062
$635K ﹤0.01%
36,178
+2,962
2063
$634K ﹤0.01%
31,561
2064
$633K ﹤0.01%
13,177
-72
2065
$633K ﹤0.01%
32,396
+285
2066
$633K ﹤0.01%
14,681
-553
2067
$631K ﹤0.01%
15,117
+1,801
2068
$630K ﹤0.01%
28,977
-7,584
2069
$630K ﹤0.01%
2,489
+212
2070
$630K ﹤0.01%
161,173
+149,842
2071
$629K ﹤0.01%
26,774
-1,096
2072
$629K ﹤0.01%
49,210
-1,076
2073
$629K ﹤0.01%
2,781
+55
2074
$628K ﹤0.01%
22,714
-800
2075
$627K ﹤0.01%
33,410
+4,353
81 82
83
84 85