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
2351
$456K ﹤0.01%
3,169
-863
2352
$456K ﹤0.01%
14,653
+701
2353
$455K ﹤0.01%
14,249
+419
2354
$455K ﹤0.01%
8,058
+1,415
2355
$455K ﹤0.01%
55,680
+19,545
2356
$455K ﹤0.01%
23,139
-1,426
2357
$455K ﹤0.01%
39,956
+1,987
2358
$454K ﹤0.01%
10,195
-203
2359
$453K ﹤0.01%
22,996
+759
2360
$452K ﹤0.01%
+11,788
2361
$452K ﹤0.01%
11,790
-360
2362
$452K ﹤0.01%
9,793
-188,038
2363
$451K ﹤0.01%
61,748
-1,268
2364
$451K ﹤0.01%
4,195
+100
2365
$450K ﹤0.01%
18,654
+103
2366
$450K ﹤0.01%
7,333
-508
2367
$448K ﹤0.01%
40,253
-16,147
2368
$447K ﹤0.01%
12,659
+227
2369
$447K ﹤0.01%
12,989
-114
2370
$447K ﹤0.01%
+7,224
2371
$446K ﹤0.01%
5,080
-682
2372
$445K ﹤0.01%
12,814
-3,357
2373
$445K ﹤0.01%
42,685
+11,914
2374
$443K ﹤0.01%
+17,000
2375
$442K ﹤0.01%
458,300
+8,300
93 94
95
96 97