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
426
$11M 0.04%
443,625
+336,755
427
$11M 0.04%
278,217
+4,898
428
$10.9M 0.04%
88,060
+1,006
429
$10.9M 0.04%
153,818
+82,686
430
$10.9M 0.04%
229,824
-165,595
431
$10.9M 0.04%
458,930
-34,646
432
$10.9M 0.04%
375,066
+25,545
433
$10.9M 0.04%
466,636
+30,152
434
$10.9M 0.04%
121,627
+35,810
435
$10.8M 0.04%
561,805
+111,742
436
$10.8M 0.04%
275,891
+7,153
437
$10.8M 0.04%
905,287
-33,871
438
$10.7M 0.04%
137,870
+9,851
439
$10.7M 0.04%
57,650
-8,374
440
$10.6M 0.04%
82,965
-12,923
441
$10.6M 0.04%
65,472
+2,792
442
$10.6M 0.04%
157,739
-5,273
443
$10.6M 0.04%
416,802
+68,595
444
$10.5M 0.04%
42,164
-318
445
$10.5M 0.04%
123,797
-28,645
446
$10.5M 0.04%
150,872
-2,670
447
$10.5M 0.04%
176,747
+4,949
448
$10.5M 0.04%
651,365
-44,984
449
$10.5M 0.04%
401,104
-54,708
450
$10.4M 0.04%
236,952
-55,641
16 17
18
19 20