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
926
$3.65M 0.01%
56,746
+9,128
927
$3.63M 0.01%
126,887
+64,782
928
$3.63M 0.01%
4,399
+462
929
$3.62M 0.01%
126,181
+4,704
930
$3.6M 0.01%
53,486
+595
931
$3.6M 0.01%
28,325
+704
932
$3.6M 0.01%
32,010
-20,566
933
$3.6M 0.01%
102,766
+6,217
934
$3.58M 0.01%
197,407
-7,591
935
$3.58M 0.01%
38,241
+2,765
936
$3.58M 0.01%
140,943
+13,859
937
$3.57M 0.01%
85,018
+26,153
938
$3.56M 0.01%
69,681
+20,766
939
$3.56M 0.01%
44,613
+12,900
940
$3.54M 0.01%
+134,273
941
$3.54M 0.01%
271,719
+43,620
942
$3.53M 0.01%
128,316
-2,344
943
$3.52M 0.01%
66,192
-27,422
944
$3.52M 0.01%
18,379
-618
945
$3.51M 0.01%
52,574
-323
946
$3.5M 0.01%
152,393
+5,389
947
$3.5M 0.01%
73,678
-5,188
948
$3.5M 0.01%
68,797
-2,048
949
$3.49M 0.01%
20,701
+3,953
950
$3.49M 0.01%
74,781
+13,898
36 37
38
39 40