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
601
$6.83M 0.03%
70,565
+4,775
602
$6.83M 0.03%
143,119
+8,280
603
$6.82M 0.03%
198,084
+145,115
604
$6.77M 0.03%
183,085
-16,350
605
$6.73M 0.03%
200,229
-17,553
606
$6.71M 0.03%
45,292
-1,478
607
$6.68M 0.03%
86,958
-294
608
$6.68M 0.03%
156,025
-15,351
609
$6.67M 0.03%
59,595
-9,828
610
$6.66M 0.03%
498,788
+1,479
611
$6.65M 0.03%
306,685
+4,775
612
$6.63M 0.03%
126,441
+5,075
613
$6.59M 0.03%
45,773
-3,297
614
$6.59M 0.03%
139,326
+5,238
615
$6.59M 0.03%
498,188
+6,070
616
$6.55M 0.03%
67,736
+1,820
617
$6.54M 0.03%
237,998
+2,062
618
$6.54M 0.03%
282,231
-5,490
619
$6.53M 0.03%
140,566
+11,140
620
$6.5M 0.03%
173,514
-186,128
621
$6.5M 0.03%
436,881
+69,115
622
$6.41M 0.02%
99,995
-4,734
623
$6.41M 0.02%
157,467
-51,132
624
$6.41M 0.02%
93,081
-1,042
625
$6.4M 0.02%
58,119
+3,367
23 24
25
26 27