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
776
$4.77M 0.02%
102,418
-789
777
$4.75M 0.02%
16,394
-1,314
778
$4.74M 0.02%
77,661
-1,030
779
$4.74M 0.02%
19,124
+3,459
780
$4.72M 0.02%
52,155
+6,295
781
$4.72M 0.02%
50,511
-9,325
782
$4.72M 0.02%
92,986
+28,132
783
$4.72M 0.02%
161,163
-1,591
784
$4.71M 0.02%
56,787
-353
785
$4.69M 0.02%
103,753
+3,454
786
$4.68M 0.02%
127,599
-34,236
787
$4.65M 0.02%
119,622
+765
788
$4.65M 0.02%
148,279
-18,626
789
$4.64M 0.02%
92,149
-5,255
790
$4.64M 0.02%
274,415
-1,205
791
$4.64M 0.02%
61,322
+36,639
792
$4.62M 0.02%
246,132
+187,100
793
$4.61M 0.02%
122,818
-18,768
794
$4.61M 0.02%
149,836
+36,506
795
$4.6M 0.02%
528,373
-15,508
796
$4.6M 0.02%
101,254
+15,593
797
$4.58M 0.02%
61,025
+11,577
798
$4.58M 0.02%
61,883
-261
799
$4.58M 0.02%
90,136
+10,249
800
$4.56M 0.02%
43,329
-21,910
30 31
32
33 34