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
551
$7.76M 0.03%
636,887
+145,680
552
$7.7M 0.03%
154,401
-42,641
553
$7.66M 0.03%
165,055
+51,025
554
$7.65M 0.03%
87,656
+9,612
555
$7.63M 0.03%
111,733
+3,492
556
$7.62M 0.03%
215,480
-39,097
557
$7.62M 0.03%
359,024
-11,496
558
$7.59M 0.03%
597,317
+272,789
559
$7.58M 0.03%
150,688
-94,863
560
$7.56M 0.03%
82,866
-100,012
561
$7.54M 0.03%
13,570
+384
562
$7.53M 0.03%
87,187
-5,375
563
$7.52M 0.03%
49,086
+984
564
$7.51M 0.03%
105,932
+30,029
565
$7.51M 0.03%
137,541
+7,198
566
$7.49M 0.03%
82,384
+32,128
567
$7.43M 0.03%
70,188
+755
568
$7.41M 0.03%
325,637
+20,464
569
$7.39M 0.03%
156,996
-429
570
$7.38M 0.03%
155,588
-7,731
571
$7.38M 0.03%
240,310
+127,295
572
$7.38M 0.03%
510,922
+2,088
573
$7.29M 0.03%
176,801
+10,410
574
$7.28M 0.03%
354,009
+84,011
575
$7.24M 0.03%
84,368
-15,651
21 22
23
24 25