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
2376
$442K ﹤0.01%
8,650
-1,636
2377
$442K ﹤0.01%
2,502
-447
2378
$442K ﹤0.01%
14,705
+522
2379
$441K ﹤0.01%
13,523
+1,368
2380
$441K ﹤0.01%
25,930
-5,048
2381
$441K ﹤0.01%
26,967
+265
2382
$440K ﹤0.01%
7,471
-49
2383
$440K ﹤0.01%
9,206
+1,017
2384
$439K ﹤0.01%
+3,073
2385
$439K ﹤0.01%
+6,350
2386
$435K ﹤0.01%
5,789
-2,280
2387
$435K ﹤0.01%
5,524
-46
2388
$435K ﹤0.01%
3,529
+1,259
2389
$434K ﹤0.01%
11,159
-654
2390
$433K ﹤0.01%
18,447
+2,887
2391
$433K ﹤0.01%
15,422
-965
2392
$433K ﹤0.01%
22,447
-3
2393
$432K ﹤0.01%
15,253
-1,983
2394
$432K ﹤0.01%
2,772
+138
2395
$431K ﹤0.01%
21,220
+147
2396
$431K ﹤0.01%
10,860
-230
2397
$430K ﹤0.01%
16,914
+346
2398
$430K ﹤0.01%
23,166
+305
2399
$430K ﹤0.01%
+7,081
2400
$429K ﹤0.01%
+10,677
94 95
96
97 98