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
1026
$3.02M 0.01%
270,977
+6,242
1027
$3.02M 0.01%
86,963
+139
1028
$3.02M 0.01%
214,063
-3,016
1029
$3.02M 0.01%
32,286
-1,423
1030
$3.02M 0.01%
100,483
+9,934
1031
$2.99M 0.01%
20,653
-42
1032
$2.99M 0.01%
71,007
+15,562
1033
$2.99M 0.01%
71,691
+31,219
1034
$2.98M 0.01%
85,817
-5,005
1035
$2.98M 0.01%
51,599
-12,415
1036
$2.97M 0.01%
93,712
-18,730
1037
$2.97M 0.01%
76,188
+11,785
1038
$2.95M 0.01%
49,511
-3,960
1039
$2.94M 0.01%
27,457
+5,678
1040
$2.94M 0.01%
45,622
-16,503
1041
$2.94M 0.01%
52,007
+889
1042
$2.93M 0.01%
80,695
-49,980
1043
$2.93M 0.01%
139,117
+3,882
1044
$2.92M 0.01%
50,792
+3,519
1045
$2.91M 0.01%
78,558
-714
1046
$2.9M 0.01%
57,956
-85,257
1047
$2.9M 0.01%
106,040
+22,292
1048
$2.9M 0.01%
71,734
+1,674
1049
$2.89M 0.01%
16,311
+1,570
1050
$2.89M 0.01%
176,447
-9,856
40 41
42
43 44