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
1101
$2.62M 0.01%
61,196
+6,688
1102
$2.62M 0.01%
75,883
-8,872
1103
$2.62M 0.01%
52,954
-2,282
1104
$2.62M 0.01%
71,856
-7,995
1105
$2.61M 0.01%
17,967
+439
1106
$2.61M 0.01%
82,657
-105,340
1107
$2.61M 0.01%
136,209
+46,064
1108
$2.6M 0.01%
16,366
-6
1109
$2.6M 0.01%
23,527
+854
1110
$2.59M 0.01%
+67,015
1111
$2.59M 0.01%
1,704
+48
1112
$2.58M 0.01%
18,757
+3,473
1113
$2.58M 0.01%
32,856
+2,332
1114
$2.58M 0.01%
66,722
-13,562
1115
$2.58M 0.01%
98,592
-120,870
1116
$2.57M 0.01%
18,719
-718
1117
$2.56M 0.01%
112,802
-26,570
1118
$2.56M 0.01%
84,423
-12,356
1119
$2.56M 0.01%
103,397
-6,141
1120
$2.55M 0.01%
18,735
+15,910
1121
$2.55M 0.01%
102,113
+3,634
1122
$2.55M 0.01%
7,628
+1,469
1123
$2.54M 0.01%
51,346
-3,322
1124
$2.54M 0.01%
22,718
1125
$2.53M 0.01%
51,673
+3,612
43 44
45
46 47