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
1051
$2.88M 0.01%
330,476
-27,092
1052
$2.88M 0.01%
106,726
-18,745
1053
$2.87M 0.01%
39,924
+349
1054
$2.87M 0.01%
34,757
-9,746
1055
$2.87M 0.01%
73,414
-17,424
1056
$2.83M 0.01%
58,656
+27,160
1057
$2.83M 0.01%
39,065
+1,069
1058
$2.83M 0.01%
89,542
+847
1059
$2.83M 0.01%
10,571
+681
1060
$2.82M 0.01%
18,975
-2,738
1061
$2.82M 0.01%
6,791
-2,711
1062
$2.81M 0.01%
52,602
+5,601
1063
$2.81M 0.01%
51,396
+5,256
1064
$2.81M 0.01%
23,026
+967
1065
$2.8M 0.01%
27,878
-2,275
1066
$2.8M 0.01%
+45,021
1067
$2.8M 0.01%
49,840
+3,735
1068
$2.8M 0.01%
78,233
-321
1069
$2.8M 0.01%
118,761
-8,751
1070
$2.8M 0.01%
13,653
+1,448
1071
$2.79M 0.01%
40,708
+7,326
1072
$2.78M 0.01%
4,957
+363
1073
$2.78M 0.01%
42,155
+2,397
1074
$2.77M 0.01%
+55,608
1075
$2.77M 0.01%
39,808
+20,700
41 42
43
44 45