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
1201
$2.19M 0.01%
72,833
+16,665
1202
$2.19M 0.01%
57,014
-741
1203
$2.19M 0.01%
37,267
-22,686
1204
$2.19M 0.01%
82,662
+72,284
1205
$2.18M 0.01%
34,232
+1,425
1206
$2.18M 0.01%
37,669
-6,262
1207
$2.18M 0.01%
51,522
-1,662
1208
$2.17M 0.01%
52,365
+2,259
1209
$2.16M 0.01%
26,581
-8,246
1210
$2.16M 0.01%
52,939
-5,050
1211
$2.16M 0.01%
+75,155
1212
$2.16M 0.01%
38,128
-3,524
1213
$2.14M 0.01%
61,413
+7,921
1214
$2.14M 0.01%
39,127
-2,186
1215
$2.14M 0.01%
53,090
-32,324
1216
$2.14M 0.01%
36,124
+724
1217
$2.14M 0.01%
47,783
-2,925
1218
$2.14M 0.01%
26,947
+10,060
1219
$2.13M 0.01%
47,238
-14,554
1220
$2.13M 0.01%
20,490
-4,215
1221
$2.13M 0.01%
127,800
-1,046
1222
$2.13M 0.01%
47,128
+7,572
1223
$2.13M 0.01%
55,034
+800
1224
$2.12M 0.01%
34,866
-3,576
1225
$2.12M 0.01%
12,680
+6,004
47 48
49
50 51