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
2401
$429K ﹤0.01%
+14,217
2402
$429K ﹤0.01%
+2,506
2403
$429K ﹤0.01%
7,545
-3,731
2404
$429K ﹤0.01%
123,300
+5,510
2405
$428K ﹤0.01%
7,168
-900
2406
$428K ﹤0.01%
219,356
+2,913
2407
$428K ﹤0.01%
1,973
-163
2408
$427K ﹤0.01%
10,595
-146
2409
$427K ﹤0.01%
+3,101
2410
$427K ﹤0.01%
18,939
-3,711
2411
$427K ﹤0.01%
8,128
+3,199
2412
$427K ﹤0.01%
5,565
-110
2413
$426K ﹤0.01%
11,816
-786
2414
$426K ﹤0.01%
26,091
2415
$425K ﹤0.01%
4,426
-12,518
2416
$425K ﹤0.01%
4,670
+259
2417
$424K ﹤0.01%
10,000
+605
2418
$424K ﹤0.01%
14,521
+1,910
2419
$424K ﹤0.01%
5,476
-2,287
2420
$424K ﹤0.01%
12,208
-270
2421
$424K ﹤0.01%
+9,798
2422
$423K ﹤0.01%
4,587
+433
2423
$423K ﹤0.01%
9,216
-1,123
2424
$422K ﹤0.01%
+7,841
2425
$422K ﹤0.01%
+8,661
95 96
97
98 99