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
1001
$3.18M 0.01%
127,332
-39,795
1002
$3.17M 0.01%
129,385
+5,446
1003
$3.17M 0.01%
47,987
-18,403
1004
$3.16M 0.01%
406,671
+46,525
1005
$3.16M 0.01%
12,626
+664
1006
$3.15M 0.01%
7,949
+5,513
1007
$3.14M 0.01%
58,053
+720
1008
$3.14M 0.01%
44,714
+4,288
1009
$3.14M 0.01%
43,987
+12,549
1010
$3.13M 0.01%
60,751
-5,469
1011
$3.13M 0.01%
41,065
+7,166
1012
$3.11M 0.01%
28,663
+6,182
1013
$3.11M 0.01%
31,346
+7,918
1014
$3.11M 0.01%
83,475
+1,299
1015
$3.1M 0.01%
85,848
-6,763
1016
$3.1M 0.01%
68,846
-12,827
1017
$3.1M 0.01%
119,624
-10,038
1018
$3.09M 0.01%
5,915
+199
1019
$3.09M 0.01%
23,095
+8,117
1020
$3.07M 0.01%
30,388
-66,186
1021
$3.04M 0.01%
18,277
-16,768
1022
$3.03M 0.01%
15,749
-4,106
1023
$3.03M 0.01%
108,690
-43,115
1024
$3.03M 0.01%
+104,373
1025
$3.03M 0.01%
52,476
-10,275
39 40
41
42 43