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
1276
$1.94M 0.01%
162,514
-5,076
1277
$1.94M 0.01%
122,607
-1,129
1278
$1.94M 0.01%
16,159
-1,014
1279
$1.94M 0.01%
59,641
-4,579
1280
$1.93M 0.01%
67,820
+38,402
1281
$1.93M 0.01%
8,206
+966
1282
$1.93M 0.01%
47,769
-9,173
1283
$1.93M 0.01%
104,693
-6,102
1284
$1.93M 0.01%
43,929
-1,943
1285
$1.93M 0.01%
19,709
+68
1286
$1.93M 0.01%
44,304
+11,884
1287
$1.93M 0.01%
66,231
+867
1288
$1.92M 0.01%
48,216
+702
1289
$1.92M 0.01%
29,691
+333
1290
$1.91M 0.01%
35,601
+4,431
1291
$1.91M 0.01%
13,150
+529
1292
$1.91M 0.01%
30,444
-412
1293
$1.91M 0.01%
218,667
-16,126
1294
$1.9M 0.01%
+80,457
1295
$1.9M 0.01%
28,185
-5,334
1296
$1.9M 0.01%
11,078
+665
1297
$1.9M 0.01%
180,174
+169,174
1298
$1.9M 0.01%
35,456
-971
1299
$1.9M 0.01%
83,528
-4,849
1300
$1.9M 0.01%
41,195
-13,569
50 51
52
53 54