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
2201
$551K ﹤0.01%
43,119
+18,186
2202
$550K ﹤0.01%
24,912
+1,678
2203
$550K ﹤0.01%
22,121
+1,194
2204
$550K ﹤0.01%
37,808
-2,810
2205
$550K ﹤0.01%
5,217
+444
2206
$549K ﹤0.01%
7,582
+34
2207
$549K ﹤0.01%
19,325
-755
2208
$547K ﹤0.01%
4,440
-88
2209
$546K ﹤0.01%
12,586
-3,273
2210
$546K ﹤0.01%
26,479
+1,641
2211
$546K ﹤0.01%
5,758
+1,205
2212
$545K ﹤0.01%
11,020
-2,902
2213
$544K ﹤0.01%
+10,955
2214
$539K ﹤0.01%
72,313
+6,110
2215
$538K ﹤0.01%
24,169
+6,569
2216
$538K ﹤0.01%
20,012
+3,049
2217
$538K ﹤0.01%
14,824
+1,169
2218
$536K ﹤0.01%
6,495
+20
2219
$536K ﹤0.01%
19,192
-4,015
2220
$535K ﹤0.01%
2,823
-762
2221
$533K ﹤0.01%
11,350
-2,827
2222
$532K ﹤0.01%
10,301
-1,419
2223
$532K ﹤0.01%
23,067
+11,577
2224
$532K ﹤0.01%
313,208
-80,691
2225
$532K ﹤0.01%
28,173
+1,266
87 88
89
90 91