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
2226
$532K ﹤0.01%
15,417
+916
2227
$532K ﹤0.01%
15,756
-1,611
2228
$530K ﹤0.01%
37,374
+4,295
2229
$529K ﹤0.01%
84,081
+1,845
2230
$528K ﹤0.01%
11,949
-1,746
2231
$527K ﹤0.01%
17,931
-35
2232
$526K ﹤0.01%
15,705
+720
2233
$525K ﹤0.01%
4,139
+349
2234
$525K ﹤0.01%
25,839
-21,423
2235
$525K ﹤0.01%
+14,760
2236
$525K ﹤0.01%
+6,648
2237
$524K ﹤0.01%
12,710
+1,137
2238
$524K ﹤0.01%
44,998
+217
2239
$523K ﹤0.01%
8,009
+681
2240
$523K ﹤0.01%
38,724
+210
2241
$523K ﹤0.01%
21,102
+973
2242
$522K ﹤0.01%
26,994
+4,057
2243
$522K ﹤0.01%
3,782
+1,396
2244
$522K ﹤0.01%
11,832
+1,764
2245
$521K ﹤0.01%
12,027
+1,173
2246
$518K ﹤0.01%
52,121
-15,765
2247
$517K ﹤0.01%
5,155
-317
2248
$516K ﹤0.01%
3,834
+991
2249
$516K ﹤0.01%
33,058
-7,795
2250
$516K ﹤0.01%
13,039
-710
88 89
90
91 92