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
1076
$2.77M 0.01%
231,678
+3,685
1077
$2.76M 0.01%
76,507
+3,725
1078
$2.75M 0.01%
105,995
+73,742
1079
$2.75M 0.01%
76,182
-288
1080
$2.75M 0.01%
25,786
+2,605
1081
$2.73M 0.01%
67,261
-2,527
1082
$2.72M 0.01%
122,562
-10,990
1083
$2.71M 0.01%
65,598
-59,250
1084
$2.7M 0.01%
40,803
-8,254
1085
$2.7M 0.01%
290,341
-9,953
1086
$2.69M 0.01%
42,640
-1,555
1087
$2.68M 0.01%
102,860
-162
1088
$2.68M 0.01%
69,655
+909
1089
$2.68M 0.01%
2,196
+484
1090
$2.67M 0.01%
162,930
-2,321
1091
$2.67M 0.01%
14,091
-252
1092
$2.67M 0.01%
338,978
+173,163
1093
$2.67M 0.01%
28,413
+24,408
1094
$2.66M 0.01%
62,620
-18,007
1095
$2.65M 0.01%
67,514
+21,575
1096
$2.65M 0.01%
84,225
+57,667
1097
$2.64M 0.01%
111,099
+21,801
1098
$2.64M 0.01%
218,600
+205,113
1099
$2.63M 0.01%
7,889
+2,381
1100
$2.63M 0.01%
157,778
+22,872
42 43
44
45 46