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
2326
$472K ﹤0.01%
8,230
-3,317
2327
$472K ﹤0.01%
29,498
-3,693
2328
$471K ﹤0.01%
+13,288
2329
$469K ﹤0.01%
14,952
+3,331
2330
$468K ﹤0.01%
1,727
+206
2331
$467K ﹤0.01%
4,255
-663
2332
$467K ﹤0.01%
7,267
-25,327
2333
$466K ﹤0.01%
43,890
-1,341
2334
$466K ﹤0.01%
103,528
+9,592
2335
$465K ﹤0.01%
9,037
+1,774
2336
$465K ﹤0.01%
6,286
-298
2337
$464K ﹤0.01%
30,097
+3
2338
$464K ﹤0.01%
49,050
-8,749
2339
$462K ﹤0.01%
5,460
+740
2340
$462K ﹤0.01%
10,439
+4,475
2341
$461K ﹤0.01%
5,418
2342
$460K ﹤0.01%
1,213
+81
2343
$460K ﹤0.01%
23,259
-1,897
2344
$459K ﹤0.01%
16,861
+2,952
2345
$459K ﹤0.01%
4,212
-10,853
2346
$458K ﹤0.01%
10,651
+962
2347
$458K ﹤0.01%
70,317
+9,611
2348
$458K ﹤0.01%
19,258
2349
$458K ﹤0.01%
48,952
-975
2350
$457K ﹤0.01%
4,419
-674
92 93
94
95 96