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
526
$8.23M 0.03%
+229,449
527
$8.21M 0.03%
309,908
+63,208
528
$8.21M 0.03%
153,506
+15,302
529
$8.18M 0.03%
104,135
-13,786
530
$8.17M 0.03%
33,635
-14,955
531
$8.17M 0.03%
324,271
+313,543
532
$8.16M 0.03%
12,562
-3,591
533
$8.15M 0.03%
49,514
-7,526
534
$8.13M 0.03%
980,511
+44,012
535
$8.04M 0.03%
124,092
-3,199
536
$7.99M 0.03%
45,573
+1,266
537
$7.97M 0.03%
96,042
+4,336
538
$7.96M 0.03%
67,926
+8,413
539
$7.96M 0.03%
59,039
+367
540
$7.95M 0.03%
25,552
-350
541
$7.95M 0.03%
83,760
+75,006
542
$7.87M 0.03%
95,849
+4,597
543
$7.86M 0.03%
866,828
-84,249
544
$7.85M 0.03%
68,794
+53,544
545
$7.84M 0.03%
76,143
-495
546
$7.84M 0.03%
84,374
+30,178
547
$7.83M 0.03%
194,430
+12,475
548
$7.83M 0.03%
307,701
+24,928
549
$7.81M 0.03%
85,959
+359
550
$7.81M 0.03%
18,675
+2,813
20 21
22
23 24