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
1251
$2.03M 0.01%
71,034
+34,054
1252
$2.03M 0.01%
33,224
-1,386
1253
$2.03M 0.01%
183,518
+28,655
1254
$2.02M 0.01%
43,055
+5,481
1255
$2.02M 0.01%
33,539
+3,900
1256
$2M 0.01%
14,568
+2,114
1257
$1.99M 0.01%
238,797
+7,664
1258
$1.99M 0.01%
33,439
-10,216
1259
$1.99M 0.01%
15,544
-1,210
1260
$1.99M 0.01%
14,854
-1,020
1261
$1.99M 0.01%
28,791
-116
1262
$1.99M 0.01%
30,169
1263
$1.98M 0.01%
41,219
+3,073
1264
$1.97M 0.01%
45,555
+1,194
1265
$1.97M 0.01%
68,386
+14,065
1266
$1.97M 0.01%
+35,520
1267
$1.96M 0.01%
19,059
+2,259
1268
$1.96M 0.01%
14,074
+1,808
1269
$1.96M 0.01%
62,546
-543
1270
$1.96M 0.01%
32,002
+12,761
1271
$1.96M 0.01%
13,330
-380
1272
$1.95M 0.01%
8,931
+862
1273
$1.95M 0.01%
95,757
+781
1274
$1.94M 0.01%
42,018
-3,525
1275
$1.94M 0.01%
9,108
-9
49 50
51
52 53