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
876
$3.97M 0.02%
60,732
-9,093
877
$3.96M 0.02%
56,006
-11,070
878
$3.96M 0.02%
84,561
-4,401
879
$3.96M 0.02%
14,513
+744
880
$3.96M 0.02%
30,803
-1,169
881
$3.95M 0.02%
140,323
+23,898
882
$3.94M 0.02%
83,899
-26,246
883
$3.94M 0.02%
331,662
+17,151
884
$3.94M 0.02%
15,413
+9,448
885
$3.91M 0.02%
31,000
-2,319
886
$3.91M 0.02%
61,078
-10,467
887
$3.91M 0.02%
82,777
+2,514
888
$3.9M 0.02%
127,597
+3,497
889
$3.89M 0.02%
+155,948
890
$3.87M 0.01%
101,925
+216
891
$3.87M 0.01%
54,679
+238
892
$3.86M 0.01%
52,986
-447
893
$3.85M 0.01%
275,327
-2,721
894
$3.85M 0.01%
129,212
+15,565
895
$3.84M 0.01%
17,527
-13,007
896
$3.84M 0.01%
37,575
+1,141
897
$3.84M 0.01%
56,337
+8,408
898
$3.84M 0.01%
113,335
-8,953
899
$3.84M 0.01%
36,567
+20,720
900
$3.84M 0.01%
70,216
-672
34 35
36
37 38