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
901
$3.83M 0.01%
30,436
-3,099
902
$3.83M 0.01%
203,188
+24,288
903
$3.83M 0.01%
32,070
+3,009
904
$3.82M 0.01%
320,427
+68,662
905
$3.81M 0.01%
24,812
-140
906
$3.81M 0.01%
34,011
+430
907
$3.79M 0.01%
99,266
+74,878
908
$3.78M 0.01%
129,582
-8,087
909
$3.78M 0.01%
162,546
+148,075
910
$3.76M 0.01%
47,748
-60,538
911
$3.76M 0.01%
70,378
+15,013
912
$3.75M 0.01%
163,914
+33,820
913
$3.75M 0.01%
6,938
-289
914
$3.75M 0.01%
46,696
+29,613
915
$3.75M 0.01%
79,490
-4,536
916
$3.73M 0.01%
36,673
-1,370
917
$3.73M 0.01%
41,541
+272
918
$3.71M 0.01%
28,299
+11,737
919
$3.7M 0.01%
122,430
-804
920
$3.7M 0.01%
208,922
+3,148
921
$3.69M 0.01%
124,354
-23,737
922
$3.68M 0.01%
155,173
-10,732
923
$3.67M 0.01%
2,977
+1,908
924
$3.65M 0.01%
22,173
+10,276
925
$3.65M 0.01%
43,818
-2,765
35 36
37
38 39