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
2251
$515K ﹤0.01%
2,842
+186
2252
$515K ﹤0.01%
67,249
-1,254
2253
$515K ﹤0.01%
3,404
+1,101
2254
$514K ﹤0.01%
7,963
-1,608
2255
$514K ﹤0.01%
4,420
+1,742
2256
$513K ﹤0.01%
21,026
+3,179
2257
$512K ﹤0.01%
2,244
-109
2258
$512K ﹤0.01%
17,161
+2,620
2259
$510K ﹤0.01%
5,225
-160
2260
$509K ﹤0.01%
51,196
+151
2261
$508K ﹤0.01%
2,669
+55
2262
$508K ﹤0.01%
+8,592
2263
$507K ﹤0.01%
31,344
-14,485
2264
$507K ﹤0.01%
10,202
-8,473
2265
$506K ﹤0.01%
11,560
+844
2266
$505K ﹤0.01%
4,845
+97
2267
$505K ﹤0.01%
10,724
+670
2268
$505K ﹤0.01%
52,059
-924
2269
$504K ﹤0.01%
26,739
+2,933
2270
$503K ﹤0.01%
15,252
-69,844
2271
$503K ﹤0.01%
8,134
-3,853
2272
$502K ﹤0.01%
6,913
+921
2273
$500K ﹤0.01%
2,594
+116
2274
$500K ﹤0.01%
2,214
+199
2275
$499K ﹤0.01%
16,580
-1,923
89 90
91
92 93