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
701
$5.45M 0.02%
390,612
-9,093
702
$5.43M 0.02%
18,111
-5,805
703
$5.41M 0.02%
88,286
+9,127
704
$5.37M 0.02%
105,133
+4,700
705
$5.34M 0.02%
70,735
-4,441
706
$5.33M 0.02%
+174,721
707
$5.33M 0.02%
284,431
-61,642
708
$5.32M 0.02%
52,441
-27,965
709
$5.32M 0.02%
80,461
-2,153
710
$5.32M 0.02%
136,758
-11,605
711
$5.29M 0.02%
141,125
-4,050
712
$5.28M 0.02%
80,804
+964
713
$5.28M 0.02%
91,490
+42,046
714
$5.27M 0.02%
33,688
-6,170
715
$5.27M 0.02%
123,085
-395
716
$5.26M 0.02%
100,307
+93,433
717
$5.26M 0.02%
107,815
+12,372
718
$5.25M 0.02%
176,347
+45,436
719
$5.22M 0.02%
69,048
+8,846
720
$5.22M 0.02%
73,158
+139
721
$5.21M 0.02%
338,795
+14,389
722
$5.19M 0.02%
56,115
+6,527
723
$5.18M 0.02%
30,128
+9,115
724
$5.16M 0.02%
13,161
+463
725
$5.15M 0.02%
71,713
-17,997
27 28
29
30 31