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
2076
$626K ﹤0.01%
+18,213
2077
$626K ﹤0.01%
10,738
2078
$626K ﹤0.01%
32,297
2079
$626K ﹤0.01%
73,809
+3,550
2080
$624K ﹤0.01%
21,568
+645
2081
$624K ﹤0.01%
37,256
-41,761
2082
$623K ﹤0.01%
13,596
-3,863
2083
$622K ﹤0.01%
44,272
-10,532
2084
$622K ﹤0.01%
38,196
+10,850
2085
$619K ﹤0.01%
14,686
+3,215
2086
$619K ﹤0.01%
3,993
-950
2087
$619K ﹤0.01%
8,521
-796
2088
$619K ﹤0.01%
28,474
+5,365
2089
$619K ﹤0.01%
11,894
+2,654
2090
$618K ﹤0.01%
30,290
2091
$618K ﹤0.01%
13,284
-96
2092
$618K ﹤0.01%
24,317
-5,760
2093
$617K ﹤0.01%
+12,404
2094
$615K ﹤0.01%
11,900
+101
2095
$615K ﹤0.01%
81,119
-4,957
2096
$614K ﹤0.01%
36,892
+1,816
2097
$614K ﹤0.01%
13,813
-1,989
2098
$613K ﹤0.01%
45,367
-14,883
2099
$613K ﹤0.01%
20,431
-1,252
2100
$613K ﹤0.01%
19,949
+522
82 83
84
85 86