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
1176
$2.3M 0.01%
38,052
-1,138
1177
$2.29M 0.01%
347,434
+43,124
1178
$2.29M 0.01%
54,932
-4,040
1179
$2.29M 0.01%
64,454
-45,403
1180
$2.29M 0.01%
33,974
+2,456
1181
$2.29M 0.01%
33,369
-4,550
1182
$2.28M 0.01%
69,778
-5,875
1183
$2.27M 0.01%
17,336
+4,111
1184
$2.26M 0.01%
108,043
+38,287
1185
$2.26M 0.01%
93,093
-2,317
1186
$2.25M 0.01%
184,205
-3,229
1187
$2.25M 0.01%
56,064
+2,825
1188
$2.24M 0.01%
33,373
-391
1189
$2.24M 0.01%
39,075
+4,566
1190
$2.24M 0.01%
44,115
+24,369
1191
$2.23M 0.01%
46,382
+5,079
1192
$2.23M 0.01%
42,251
-125
1193
$2.22M 0.01%
100,570
+5,127
1194
$2.22M 0.01%
+49,373
1195
$2.21M 0.01%
16,639
-18,602
1196
$2.21M 0.01%
63,756
+6,146
1197
$2.21M 0.01%
47,123
+1,082
1198
$2.2M 0.01%
26,658
-6,537
1199
$2.2M 0.01%
26,029
-421
1200
$2.2M 0.01%
6,280
+2,758
46 47
48
49 50