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
2126
$601K ﹤0.01%
4,749
+162
2127
$601K ﹤0.01%
9,680
+43
2128
$601K ﹤0.01%
40,145
+5,247
2129
$601K ﹤0.01%
10,816
-4,035
2130
$601K ﹤0.01%
+18,680
2131
$600K ﹤0.01%
5,894
-573
2132
$600K ﹤0.01%
8,081
-16,035
2133
$600K ﹤0.01%
49,752
-443
2134
$599K ﹤0.01%
5,865
-709
2135
$598K ﹤0.01%
1,427
-145
2136
$598K ﹤0.01%
4,658
+1,857
2137
$597K ﹤0.01%
10,858
+285
2138
$596K ﹤0.01%
33,086
+193
2139
$596K ﹤0.01%
23,365
+2,902
2140
$595K ﹤0.01%
12,390
+5,084
2141
$595K ﹤0.01%
26,488
-1,070
2142
$594K ﹤0.01%
6,830
-2,496
2143
$594K ﹤0.01%
11,930
-1,264
2144
$594K ﹤0.01%
19,686
-608
2145
$592K ﹤0.01%
9,214
-1,041
2146
$591K ﹤0.01%
50,705
+17,392
2147
$590K ﹤0.01%
5,292
+101
2148
$590K ﹤0.01%
4,369
-239
2149
$590K ﹤0.01%
+55,994
2150
$590K ﹤0.01%
17,491
+324
84 85
86
87 88