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
2276
$499K ﹤0.01%
17,500
+5,041
2277
$498K ﹤0.01%
11,729
-2,128
2278
$498K ﹤0.01%
6,944
-120
2279
$497K ﹤0.01%
11,763
-290
2280
$497K ﹤0.01%
4,169
+417
2281
$495K ﹤0.01%
7,383
-7
2282
$495K ﹤0.01%
13,652
-695
2283
$495K ﹤0.01%
22,884
+348
2284
$495K ﹤0.01%
14,570
-15,606
2285
$494K ﹤0.01%
8,855
+366
2286
$493K ﹤0.01%
1,001
+50
2287
$492K ﹤0.01%
+10,757
2288
$492K ﹤0.01%
3,082
-229
2289
$491K ﹤0.01%
16,656
-380,818
2290
$490K ﹤0.01%
12,329
-17
2291
$490K ﹤0.01%
9,170
+478
2292
$490K ﹤0.01%
10,723
+758
2293
$489K ﹤0.01%
25,028
-3,494
2294
$489K ﹤0.01%
15,725
-550
2295
$489K ﹤0.01%
12,451
-256
2296
$488K ﹤0.01%
+11,495
2297
$487K ﹤0.01%
6,747
+186
2298
$487K ﹤0.01%
20,569
+2,592
2299
$486K ﹤0.01%
2,460
-3
2300
$486K ﹤0.01%
36,365
-1,307
90 91
92
93 94