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
1126
$2.53M 0.01%
55,583
+2,050
1127
$2.53M 0.01%
312
+7
1128
$2.53M 0.01%
49,949
+4,786
1129
$2.51M 0.01%
307,865
-6,873
1130
$2.5M 0.01%
33,949
+7,291
1131
$2.5M 0.01%
9,456
+5,937
1132
$2.49M 0.01%
35,575
+29,904
1133
$2.48M 0.01%
67,224
+1,800
1134
$2.48M 0.01%
88,080
+4,785
1135
$2.48M 0.01%
27,589
+3,131
1136
$2.48M 0.01%
83,866
-23,995
1137
$2.48M 0.01%
7,913
-338
1138
$2.47M 0.01%
69,953
+52,788
1139
$2.45M 0.01%
109,114
-12,306
1140
$2.45M 0.01%
75,862
+12,455
1141
$2.44M 0.01%
121,161
+47,384
1142
$2.44M 0.01%
103,281
+37
1143
$2.43M 0.01%
99,078
+10,635
1144
$2.43M 0.01%
61,534
-69,118
1145
$2.42M 0.01%
31,112
+192
1146
$2.42M 0.01%
199,515
+39,171
1147
$2.42M 0.01%
11,733
+2,055
1148
$2.42M 0.01%
27,884
-3,541
1149
$2.41M 0.01%
39,875
-4,181
1150
$2.41M 0.01%
23,888
-343
44 45
46
47 48