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
801
$4.56M 0.02%
155,827
+16,997
802
$4.56M 0.02%
318,134
-15,558
803
$4.55M 0.02%
42,090
-965
804
$4.55M 0.02%
16,695
-522
805
$4.55M 0.02%
17,347
-10,483
806
$4.54M 0.02%
634,920
+15,178
807
$4.54M 0.02%
100,041
-7,771
808
$4.53M 0.02%
95,172
-23,083
809
$4.51M 0.02%
78,152
+51,492
810
$4.49M 0.02%
54,827
+11,863
811
$4.48M 0.02%
195,840
-4,361
812
$4.47M 0.02%
104,247
-31,739
813
$4.46M 0.02%
36,514
+1,524
814
$4.46M 0.02%
15,058
-361
815
$4.46M 0.02%
11,412
-1,108
816
$4.45M 0.02%
152,761
+127,353
817
$4.44M 0.02%
379,624
-635,290
818
$4.42M 0.02%
211,275
+4,179
819
$4.41M 0.02%
149,516
-2,001
820
$4.4M 0.02%
16,042
-2,536
821
$4.4M 0.02%
110,772
+52,038
822
$4.4M 0.02%
51,345
+5,195
823
$4.38M 0.02%
53,758
+5,604
824
$4.38M 0.02%
84,862
+15,698
825
$4.38M 0.02%
137,541
-16,012
31 32
33
34 35