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
751
$4.93M 0.02%
11,604
+5,690
752
$4.92M 0.02%
98,087
-6,310
753
$4.92M 0.02%
30,990
-315
754
$4.92M 0.02%
16,890
-273
755
$4.92M 0.02%
39,221
-3,142
756
$4.91M 0.02%
86,719
-1,112
757
$4.9M 0.02%
80,669
+6,493
758
$4.9M 0.02%
154,100
+4,915
759
$4.9M 0.02%
182,299
-75,387
760
$4.88M 0.02%
63,717
-2,417
761
$4.88M 0.02%
35,121
-798
762
$4.88M 0.02%
8,531
+2,749
763
$4.87M 0.02%
107,441
+3,001
764
$4.85M 0.02%
104,188
+2,896
765
$4.84M 0.02%
28,164
+2,960
766
$4.83M 0.02%
133,997
+77,438
767
$4.83M 0.02%
178,743
-5,100
768
$4.83M 0.02%
131,950
-58,257
769
$4.83M 0.02%
142,127
-1,299
770
$4.83M 0.02%
161,977
+28,522
771
$4.79M 0.02%
15,891
+10,570
772
$4.78M 0.02%
4,702
-1,187
773
$4.78M 0.02%
148,569
+89,734
774
$4.78M 0.02%
123,364
-6,298
775
$4.78M 0.02%
173,738
+49,760
29 30
31
32 33