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
651
$6.02M 0.02%
22,167
-426
652
$6.02M 0.02%
102,792
+70,342
653
$6.01M 0.02%
167,804
+31,390
654
$6M 0.02%
57,334
-419
655
$5.97M 0.02%
17,909
+9,001
656
$5.97M 0.02%
73,490
+2,670
657
$5.96M 0.02%
24,106
-347
658
$5.95M 0.02%
180,539
-1,090
659
$5.95M 0.02%
81,544
+3,329
660
$5.93M 0.02%
119,497
+54,191
661
$5.92M 0.02%
114,888
+100,335
662
$5.92M 0.02%
234,391
+10,757
663
$5.91M 0.02%
300,108
-29,060
664
$5.9M 0.02%
231,511
+32,988
665
$5.89M 0.02%
36,084
-7,583
666
$5.88M 0.02%
53,896
-11,646
667
$5.87M 0.02%
47,829
-2,788
668
$5.86M 0.02%
9,547
+985
669
$5.84M 0.02%
159,018
+35,231
670
$5.84M 0.02%
55,993
-3,316
671
$5.83M 0.02%
106,378
-10,752
672
$5.83M 0.02%
159,293
-8,161
673
$5.83M 0.02%
828,772
+203,867
674
$5.79M 0.02%
66,316
+12,840
675
$5.77M 0.02%
79,684
+5,524
25 26
27
28 29