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
476
$9.61M 0.04%
20,074
-111
477
$9.59M 0.04%
871,449
+1,657
478
$9.5M 0.04%
48,036
-193
479
$9.5M 0.04%
153,480
+11,525
480
$9.5M 0.04%
152,326
+29,782
481
$9.49M 0.04%
40,249
-9,178
482
$9.37M 0.04%
347,042
+40,150
483
$9.36M 0.04%
151,756
+85,576
484
$9.35M 0.04%
20,144
+312
485
$9.33M 0.04%
260,693
+79,955
486
$9.33M 0.04%
71,365
+1,501
487
$9.33M 0.04%
97,511
+8,009
488
$9.31M 0.04%
71,490
-22,022
489
$9.24M 0.04%
36,634
-134
490
$9.14M 0.04%
130,635
-26,613
491
$9.12M 0.04%
215,059
-34,074
492
$9.08M 0.03%
170,234
+34,741
493
$9.04M 0.03%
283,097
+28,945
494
$9.04M 0.03%
139,169
-19,463
495
$9M 0.03%
78,535
-4,685
496
$8.95M 0.03%
126,608
-94,581
497
$8.93M 0.03%
235,229
-36,066
498
$8.92M 0.03%
205,487
-8,405
499
$8.91M 0.03%
36,772
+1,892
500
$8.91M 0.03%
99,861
-2,426
18 19
20
21 22