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
2301
$485K ﹤0.01%
42,439
-2,332
2302
$485K ﹤0.01%
8,375
+592
2303
$485K ﹤0.01%
9,674
-1,705
2304
$484K ﹤0.01%
7,238
+462
2305
$484K ﹤0.01%
30,858
+1,152
2306
$484K ﹤0.01%
9,551
-76
2307
$483K ﹤0.01%
35,830
-3,436
2308
$482K ﹤0.01%
5,127
+2,015
2309
$482K ﹤0.01%
14,433
-3,444
2310
$482K ﹤0.01%
49,946
+4,932
2311
$481K ﹤0.01%
36,522
+6,069
2312
$479K ﹤0.01%
5,551
+1,305
2313
$478K ﹤0.01%
+12,364
2314
$477K ﹤0.01%
+17,924
2315
$477K ﹤0.01%
4,611
-164
2316
$477K ﹤0.01%
+6,340
2317
$476K ﹤0.01%
15,136
-16,636
2318
$475K ﹤0.01%
12,057
+1,194
2319
$474K ﹤0.01%
18,221
-1,380
2320
$474K ﹤0.01%
8,424
-639
2321
$474K ﹤0.01%
30,902
+1,254
2322
$473K ﹤0.01%
16,772
-1,635
2323
$473K ﹤0.01%
11,012
-5,641
2324
$473K ﹤0.01%
11,384
+283
2325
$472K ﹤0.01%
+18,954
91 92
93
94 95