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
976
$3.32M 0.01%
179,226
+9,569
977
$3.32M 0.01%
115,384
-8,501
978
$3.32M 0.01%
55,709
+747
979
$3.3M 0.01%
43,032
-292
980
$3.29M 0.01%
122,985
+36,869
981
$3.28M 0.01%
476,634
-34,150
982
$3.28M 0.01%
+210,844
983
$3.28M 0.01%
35,232
-5,373
984
$3.28M 0.01%
184,761
-1,194
985
$3.27M 0.01%
34,217
-6
986
$3.27M 0.01%
130,051
-5,881
987
$3.26M 0.01%
61,630
+7,340
988
$3.26M 0.01%
62,512
-6,935
989
$3.25M 0.01%
30,545
+1,571
990
$3.25M 0.01%
95,399
-6,911
991
$3.25M 0.01%
7,414
+77
992
$3.24M 0.01%
77,720
+3,118
993
$3.24M 0.01%
268,420
+27,121
994
$3.24M 0.01%
132,168
+22,528
995
$3.21M 0.01%
10,710
+2,701
996
$3.2M 0.01%
26,884
+2,188
997
$3.19M 0.01%
163,960
-1,722
998
$3.19M 0.01%
39,749
-912
999
$3.18M 0.01%
32,048
+110
1000
$3.18M 0.01%
36,151
-12,121
38 39
40
41 42