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
2101
$611K ﹤0.01%
36,139
+13,383
2102
$611K ﹤0.01%
55,237
+11,275
2103
$610K ﹤0.01%
51,445
-785
2104
$609K ﹤0.01%
30,300
+3,671
2105
$609K ﹤0.01%
9,687
+2,227
2106
$609K ﹤0.01%
23,202
+8,921
2107
$609K ﹤0.01%
6,646
-1,017
2108
$608K ﹤0.01%
29,945
+3,976
2109
$607K ﹤0.01%
71,450
-6,676
2110
$607K ﹤0.01%
18,606
+371
2111
$607K ﹤0.01%
29,959
-18,202
2112
$607K ﹤0.01%
13,266
+1,006
2113
$606K ﹤0.01%
46,902
-3,861
2114
$606K ﹤0.01%
30,922
-782
2115
$606K ﹤0.01%
50,166
-4,012
2116
$606K ﹤0.01%
19,558
-2,029
2117
$605K ﹤0.01%
61,311
-2,160
2118
$604K ﹤0.01%
3,940
-559
2119
$604K ﹤0.01%
15,778
-44,372
2120
$604K ﹤0.01%
18,824
-1,699
2121
$604K ﹤0.01%
5,389
+143
2122
$603K ﹤0.01%
17,511
-294
2123
$602K ﹤0.01%
41,059
-854
2124
$602K ﹤0.01%
1,498
+60
2125
$602K ﹤0.01%
9,826
+2,403
83 84
85
86 87