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
726
$5.14M 0.02%
25,938
-1,082
727
$5.13M 0.02%
183,737
+5,123
728
$5.12M 0.02%
87,386
-5,809
729
$5.12M 0.02%
204,183
+26,228
730
$5.11M 0.02%
48,303
-24,104
731
$5.11M 0.02%
277,094
+10,493
732
$5.1M 0.02%
142,120
-4,362
733
$5.1M 0.02%
38,702
-2,263
734
$5.09M 0.02%
21,944
-5,326
735
$5.08M 0.02%
45,973
-43
736
$5.04M 0.02%
5,240
-2,883
737
$5.04M 0.02%
20,646
+7,036
738
$5.03M 0.02%
29,180
-756
739
$5.02M 0.02%
41,202
+391
740
$5.02M 0.02%
79,203
-973
741
$5.01M 0.02%
32,124
-29,958
742
$5.01M 0.02%
78,738
+1,772
743
$5M 0.02%
50,660
+2,934
744
$5M 0.02%
38,713
+20,663
745
$5M 0.02%
65,103
-4,170
746
$4.98M 0.02%
104,631
+17,435
747
$4.97M 0.02%
816,568
+264,294
748
$4.95M 0.02%
303,093
-9,710
749
$4.95M 0.02%
58,435
-8,007
750
$4.95M 0.02%
118,982
-18,227
28 29
30
31 32