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
676
$5.77M 0.02%
1,044,632
+88,357
677
$5.76M 0.02%
35,674
-15,323
678
$5.76M 0.02%
378,946
-79,060
679
$5.76M 0.02%
186,705
-78,873
680
$5.74M 0.02%
37,025
-674
681
$5.73M 0.02%
192,662
-991
682
$5.72M 0.02%
60,102
+16,777
683
$5.68M 0.02%
96,369
+53,248
684
$5.66M 0.02%
199,373
+3,202
685
$5.65M 0.02%
281,546
+57,735
686
$5.62M 0.02%
85,555
+68,168
687
$5.62M 0.02%
291,366
+167,301
688
$5.62M 0.02%
42,654
-7,141
689
$5.62M 0.02%
278,313
+266,712
690
$5.6M 0.02%
76,410
+7,633
691
$5.59M 0.02%
15,748
-4,288
692
$5.59M 0.02%
24,289
-2,637
693
$5.56M 0.02%
136,236
+159
694
$5.55M 0.02%
57,413
+1,640
695
$5.53M 0.02%
176,905
+3,444
696
$5.5M 0.02%
166,900
-8,489
697
$5.48M 0.02%
94,347
+1,669
698
$5.48M 0.02%
3,627
+802
699
$5.47M 0.02%
21,641
+618
700
$5.46M 0.02%
28,184
+16,141
26 27
28
29 30