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
2176
$567K ﹤0.01%
17,355
+4,487
2177
$566K ﹤0.01%
8,893
+1,416
2178
$566K ﹤0.01%
28,380
-6,746
2179
$565K ﹤0.01%
39,088
+311
2180
$565K ﹤0.01%
22,785
+14,190
2181
$564K ﹤0.01%
6,315
+45
2182
$563K ﹤0.01%
131,465
+107,380
2183
$563K ﹤0.01%
16,868
-8,960
2184
$562K ﹤0.01%
22,892
+357
2185
$562K ﹤0.01%
18,925
+3,852
2186
$562K ﹤0.01%
3,263
+23
2187
$561K ﹤0.01%
9,924
+1,656
2188
$559K ﹤0.01%
18,991
-628
2189
$559K ﹤0.01%
4,999
-365
2190
$558K ﹤0.01%
3,447
-487
2191
$558K ﹤0.01%
10,939
-11,003
2192
$557K ﹤0.01%
22,190
-7,010
2193
$556K ﹤0.01%
51,156
-2,404
2194
$555K ﹤0.01%
16,080
+3,158
2195
$554K ﹤0.01%
14,498
+1,603
2196
$554K ﹤0.01%
23,773
+7,155
2197
$553K ﹤0.01%
14,830
-2,695
2198
$552K ﹤0.01%
4,056
-70
2199
$551K ﹤0.01%
21,937
+8,408
2200
$551K ﹤0.01%
+18,349
86 87
88
89 90