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
576
$7.23M 0.03%
71,749
+2,280
577
$7.23M 0.03%
254,202
+152,075
578
$7.23M 0.03%
57,514
+8,684
579
$7.23M 0.03%
76,175
+10,176
580
$7.21M 0.03%
84,903
-15,169
581
$7.2M 0.03%
165,285
+149,359
582
$7.19M 0.03%
166,035
+88,258
583
$7.18M 0.03%
339,863
-8,253
584
$7.14M 0.03%
27,495
-1,432
585
$7.11M 0.03%
51,265
-16,667
586
$7.1M 0.03%
117,760
+21,504
587
$7.08M 0.03%
165,580
+3,577
588
$7.07M 0.03%
164,701
+19,340
589
$7.05M 0.03%
167,901
+75,577
590
$7.02M 0.03%
56,171
+33,961
591
$6.96M 0.03%
160,395
-28,679
592
$6.95M 0.03%
62,303
+35,390
593
$6.95M 0.03%
96,468
+141
594
$6.92M 0.03%
268,514
+113,324
595
$6.9M 0.03%
25,496
+5,471
596
$6.9M 0.03%
120,740
-1,059
597
$6.89M 0.03%
213,939
-33,331
598
$6.88M 0.03%
518,325
-36,031
599
$6.88M 0.03%
195,123
+16,932
600
$6.87M 0.03%
298,824
-14,942
22 23
24
25 26