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
451
$10.4M 0.04%
40,946
+618
452
$10.3M 0.04%
259,080
+28,164
453
$10.3M 0.04%
114,489
-70,413
454
$10.3M 0.04%
340,997
+11,758
455
$10.3M 0.04%
464,844
+63,717
456
$10.2M 0.04%
28,137
+1,265
457
$10.2M 0.04%
63,738
+4,703
458
$10.1M 0.04%
552,820
+10,175
459
$9.99M 0.04%
444,773
+172,047
460
$9.96M 0.04%
176,466
-8,861
461
$9.94M 0.04%
106,632
+4,518
462
$9.91M 0.04%
98,568
-1,368
463
$9.9M 0.04%
513,096
+4,686
464
$9.9M 0.04%
486,522
+29,229
465
$9.89M 0.04%
156,414
+2,632
466
$9.87M 0.04%
461,242
+447,429
467
$9.8M 0.04%
69,771
+9,250
468
$9.75M 0.04%
98,284
-2,710
469
$9.72M 0.04%
93,634
-22,586
470
$9.71M 0.04%
297,427
+1,898
471
$9.7M 0.04%
191,745
+6,325
472
$9.69M 0.04%
174,036
+1,794
473
$9.69M 0.04%
30,425
+1,284
474
$9.68M 0.04%
41,918
+10,337
475
$9.65M 0.04%
149,878
+23,028
17 18
19
20 21