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
501
$8.88M 0.03%
97,620
+493
502
$8.84M 0.03%
637,453
-78,816
503
$8.8M 0.03%
209,099
+13,604
504
$8.78M 0.03%
29,806
-6,049
505
$8.74M 0.03%
77,099
+3,485
506
$8.74M 0.03%
196,861
-30,678
507
$8.74M 0.03%
2,772
+648
508
$8.73M 0.03%
97,370
+3,388
509
$8.7M 0.03%
188,331
-52,193
510
$8.61M 0.03%
123,558
+4,551
511
$8.57M 0.03%
+165,955
512
$8.52M 0.03%
184,514
+14,322
513
$8.5M 0.03%
83,271
+9,506
514
$8.47M 0.03%
48,975
+1,108
515
$8.4M 0.03%
217,912
+60,262
516
$8.4M 0.03%
188,010
+1,712
517
$8.39M 0.03%
76,593
-603
518
$8.38M 0.03%
42,432
-3,784
519
$8.38M 0.03%
213,661
+75,389
520
$8.37M 0.03%
110,087
+1,388
521
$8.36M 0.03%
97,009
+2,113
522
$8.28M 0.03%
31,238
+6,471
523
$8.28M 0.03%
176,126
-5,161
524
$8.26M 0.03%
97,688
+18,197
525
$8.24M 0.03%
452,017
+5,158
19 20
21
22 23