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
1151
$2.41M 0.01%
61,986
-33,241
1152
$2.4M 0.01%
40,908
-995
1153
$2.4M 0.01%
81,475
+629
1154
$2.4M 0.01%
25,749
+699
1155
$2.39M 0.01%
74,804
-860
1156
$2.39M 0.01%
23,344
+2,675
1157
$2.38M 0.01%
14,492
+950
1158
$2.37M 0.01%
88,000
+2,886
1159
$2.36M 0.01%
103,863
+23,343
1160
$2.35M 0.01%
24,939
-4,161
1161
$2.34M 0.01%
23,536
-3,757
1162
$2.33M 0.01%
49,160
+6,715
1163
$2.33M 0.01%
203,581
+38,945
1164
$2.33M 0.01%
49,412
-11,146
1165
$2.33M 0.01%
99,501
+9,860
1166
$2.33M 0.01%
46,549
-4,908
1167
$2.32M 0.01%
26,644
+200
1168
$2.32M 0.01%
24,817
+4,513
1169
$2.32M 0.01%
40,738
+1,555
1170
$2.31M 0.01%
30,421
-1,141
1171
$2.31M 0.01%
68,687
+12,826
1172
$2.31M 0.01%
112,728
+12,021
1173
$2.31M 0.01%
34,107
-1,214
1174
$2.31M 0.01%
15,703
-4,933
1175
$2.31M 0.01%
93,579
-4,573
45 46
47
48 49