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
2451
$409K ﹤0.01%
+17,450
2452
$408K ﹤0.01%
7,027
-383
2453
$408K ﹤0.01%
5,211
-13,894
2454
$408K ﹤0.01%
950
-59
2455
$407K ﹤0.01%
2,212
+127
2456
$406K ﹤0.01%
1,478
-184
2457
$405K ﹤0.01%
+93,891
2458
$404K ﹤0.01%
9,312
-1,722
2459
$404K ﹤0.01%
+27,260
2460
$404K ﹤0.01%
12,939
-332
2461
$403K ﹤0.01%
20,118
+345
2462
$403K ﹤0.01%
+5,485
2463
$403K ﹤0.01%
10,014
+1,000
2464
$403K ﹤0.01%
15,399
+110
2465
$403K ﹤0.01%
7,851
+1,178
2466
$401K ﹤0.01%
+4,755
2467
$401K ﹤0.01%
16,138
+2,804
2468
$401K ﹤0.01%
1,838
+134
2469
$401K ﹤0.01%
+3,631
2470
$401K ﹤0.01%
+3,379
2471
$400K ﹤0.01%
6,176
-5,382
2472
$400K ﹤0.01%
4,105
-659
2473
$398K ﹤0.01%
178,377
+2,930
2474
$398K ﹤0.01%
16,341
-3,656
2475
$398K ﹤0.01%
39,744
+11,366
97 98
99
100 101