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
626
$6.39M 0.02%
149,169
-1,245
627
$6.38M 0.02%
92,795
+10,619
628
$6.35M 0.02%
123,705
+9,463
629
$6.33M 0.02%
260,668
+5,145
630
$6.32M 0.02%
395,296
-379
631
$6.31M 0.02%
1,276,861
+146,183
632
$6.28M 0.02%
116,768
+590
633
$6.24M 0.02%
244,745
+27,098
634
$6.24M 0.02%
152,441
-52,355
635
$6.22M 0.02%
70,385
-196,742
636
$6.22M 0.02%
97,576
-1,019
637
$6.21M 0.02%
257,606
-75,476
638
$6.19M 0.02%
111,397
-331
639
$6.19M 0.02%
213,895
-40,847
640
$6.18M 0.02%
144,319
+138,235
641
$6.17M 0.02%
465,575
+113,116
642
$6.16M 0.02%
258,563
-103,340
643
$6.14M 0.02%
68,582
+5,982
644
$6.13M 0.02%
216,563
+50,193
645
$6.13M 0.02%
144,096
-6,759
646
$6.12M 0.02%
181,373
+122,154
647
$6.12M 0.02%
82,539
+4,040
648
$6.09M 0.02%
156,240
-19,591
649
$6.08M 0.02%
212,054
-6,013
650
$6.08M 0.02%
89,731
-7,702
24 25
26
27 28