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
2426
$420K ﹤0.01%
4,317
+344
2427
$420K ﹤0.01%
7,297
-463
2428
$420K ﹤0.01%
+1,883
2429
$419K ﹤0.01%
23,103
+2,279
2430
$418K ﹤0.01%
+5,885
2431
$418K ﹤0.01%
4,822
-422
2432
$418K ﹤0.01%
14,178
-1,727
2433
$418K ﹤0.01%
8,973
+587
2434
$418K ﹤0.01%
33,459
-2,676
2435
$416K ﹤0.01%
3,859
-27
2436
$416K ﹤0.01%
18,694
-307
2437
$415K ﹤0.01%
21,012
+2,694
2438
$415K ﹤0.01%
29,510
+1,475
2439
$415K ﹤0.01%
65,507
-15,607
2440
$415K ﹤0.01%
1,274
+17
2441
$413K ﹤0.01%
+20,048
2442
$412K ﹤0.01%
13,473
-8,191
2443
$412K ﹤0.01%
22,328
+3,153
2444
$411K ﹤0.01%
13,923
-6,867
2445
$411K ﹤0.01%
50,864
-919
2446
$410K ﹤0.01%
7,890
-16
2447
$410K ﹤0.01%
22,933
+1,388
2448
$409K ﹤0.01%
4,428
+719
2449
$409K ﹤0.01%
15,004
-2,459
2450
$409K ﹤0.01%
6,499
+424
96 97
98
99 100