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
276
$18.4M 0.07%
342,448
+1,666
277
$18.3M 0.07%
74,554
-811
278
$18.2M 0.07%
137,777
-7,595
279
$18.2M 0.07%
471,850
+30,354
280
$18.1M 0.07%
583,929
-27,523
281
$18M 0.07%
146,294
-17,211
282
$17.8M 0.07%
854,650
+25,871
283
$17.8M 0.07%
93,165
+18,774
284
$17.7M 0.07%
687,794
+24,091
285
$17.6M 0.07%
152,052
-45,393
286
$17.6M 0.07%
60,709
+296
287
$17.6M 0.07%
102,960
+2,160
288
$17.5M 0.07%
141,478
-789
289
$17.4M 0.07%
297,910
-102,872
290
$17.4M 0.07%
22,789
-356
291
$17.4M 0.07%
686,552
+41,952
292
$17.3M 0.07%
92,265
+1,317
293
$17.2M 0.07%
803,991
+274,748
294
$17.1M 0.07%
751,620
+211,569
295
$16.8M 0.06%
193,174
+792
296
$16.8M 0.06%
168,886
-15,388
297
$16.8M 0.06%
48,382
+2,234
298
$16.7M 0.06%
171,930
+60,110
299
$16.7M 0.06%
707,732
-337,459
300
$16.7M 0.06%
854,504
+111,368
10 11
12
13 14