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
851
$4.14M 0.02%
79,206
+659
852
$4.13M 0.02%
17,740
-136
853
$4.13M 0.02%
72,372
-490
854
$4.13M 0.02%
255,788
-27,280
855
$4.12M 0.02%
112,959
-9,878
856
$4.12M 0.02%
20,913
+559
857
$4.12M 0.02%
38,038
-927
858
$4.12M 0.02%
106,678
-2,514
859
$4.1M 0.02%
499,907
-18,199
860
$4.1M 0.02%
27,513
+2,960
861
$4.09M 0.02%
77,031
+5,052
862
$4.08M 0.02%
27,428
-1,658
863
$4.07M 0.02%
137,852
-354
864
$4.06M 0.02%
119,592
+56,866
865
$4.06M 0.02%
20,445
866
$4.05M 0.02%
15,414
+166
867
$4.05M 0.02%
25,106
-550
868
$4.05M 0.02%
149,827
+53,848
869
$4.04M 0.02%
112,168
+1,803
870
$4.04M 0.02%
190,793
+61,823
871
$4.04M 0.02%
175,496
+19,642
872
$4.02M 0.02%
109,990
+14,223
873
$4M 0.02%
90,087
-25,498
874
$4M 0.02%
142,735
-391,307
875
$3.97M 0.02%
107,698
-8,243
33 34
35
36 37