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
2151
$589K ﹤0.01%
37,086
+193
2152
$589K ﹤0.01%
26,531
-967
2153
$588K ﹤0.01%
12,243
-628
2154
$588K ﹤0.01%
31,355
-1,918
2155
$582K ﹤0.01%
121,044
+22,778
2156
$579K ﹤0.01%
8,936
-102
2157
$578K ﹤0.01%
10,763
+1,821
2158
$578K ﹤0.01%
17,186
-3,960
2159
$578K ﹤0.01%
52,711
-3,543
2160
$578K ﹤0.01%
24,133
+5,424
2161
$577K ﹤0.01%
6,679
-855
2162
$576K ﹤0.01%
11,165
+5,619
2163
$575K ﹤0.01%
5,608
+889
2164
$575K ﹤0.01%
20,262
-378
2165
$574K ﹤0.01%
31,524
+3,250
2166
$573K ﹤0.01%
77,282
-2,367
2167
$573K ﹤0.01%
9,790
+3,939
2168
$573K ﹤0.01%
7,191
-456
2169
$573K ﹤0.01%
31,600
-4,492
2170
$572K ﹤0.01%
10,641
+517
2171
$572K ﹤0.01%
19,764
-336,914
2172
$572K ﹤0.01%
13,910
+1,372
2173
$572K ﹤0.01%
12,508
-1,306
2174
$569K ﹤0.01%
41,721
-1,127
2175
$569K ﹤0.01%
11,977
+763
85 86
87
88 89