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
1226
$2.12M 0.01%
135,001
+131
1227
$2.11M 0.01%
36,623
-4,234
1228
$2.11M 0.01%
94,072
+206
1229
$2.1M 0.01%
15,757
-2,044
1230
$2.1M 0.01%
+33,891
1231
$2.1M 0.01%
108,841
+7,591
1232
$2.08M 0.01%
287,135
+9,555
1233
$2.08M 0.01%
53,560
-5,751
1234
$2.08M 0.01%
58,778
+5,482
1235
$2.07M 0.01%
17,184
-865
1236
$2.07M 0.01%
72,163
-42,143
1237
$2.07M 0.01%
83,691
-4,756
1238
$2.07M 0.01%
145,974
-3,140
1239
$2.06M 0.01%
99,968
+6,647
1240
$2.06M 0.01%
33,264
+16,337
1241
$2.06M 0.01%
29,104
-218
1242
$2.06M 0.01%
27,275
+448
1243
$2.06M 0.01%
35,791
-202
1244
$2.05M 0.01%
41,621
-8,558
1245
$2.05M 0.01%
81,225
-679
1246
$2.05M 0.01%
56,314
+42,485
1247
$2.04M 0.01%
65,453
-41,810
1248
$2.04M 0.01%
119,010
+2,790
1249
$2.04M 0.01%
40,881
+5,329
1250
$2.04M 0.01%
85,422
+11,463
48 49
50
51 52