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
826
$4.38M 0.02%
106,313
-23,203
827
$4.37M 0.02%
31,546
+409
828
$4.37M 0.02%
88,250
+13,381
829
$4.36M 0.02%
109,956
-91,182
830
$4.36M 0.02%
83,702
+76,965
831
$4.35M 0.02%
95,988
+24,034
832
$4.32M 0.02%
111,761
-31,923
833
$4.3M 0.02%
21,627
-2,702
834
$4.28M 0.02%
150,921
-6,699
835
$4.27M 0.02%
201,758
+8,908
836
$4.26M 0.02%
259,861
+65,902
837
$4.25M 0.02%
131,004
+15,239
838
$4.25M 0.02%
29,245
+191
839
$4.25M 0.02%
115,455
+49,834
840
$4.24M 0.02%
138,843
+35,087
841
$4.23M 0.02%
109,984
-60,203
842
$4.22M 0.02%
75,117
+10,182
843
$4.21M 0.02%
16,747
+1,304
844
$4.21M 0.02%
35,406
-6,446
845
$4.21M 0.02%
155,573
+27,773
846
$4.2M 0.02%
63,062
+2,411
847
$4.18M 0.02%
106,766
+20,527
848
$4.17M 0.02%
122,001
+32,666
849
$4.17M 0.02%
35,661
+460
850
$4.15M 0.02%
82,101
-306
32 33
34
35 36