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
1301
$1.9M 0.01%
47,187
+33,963
1302
$1.89M 0.01%
66,740
+2,360
1303
$1.89M 0.01%
72,714
+48,163
1304
$1.89M 0.01%
59,351
-2,495
1305
$1.89M 0.01%
3,266
-1
1306
$1.89M 0.01%
21,378
+1,586
1307
$1.88M 0.01%
48,975
-3,471
1308
$1.88M 0.01%
73,420
-7,610
1309
$1.88M 0.01%
75,100
+53,007
1310
$1.88M 0.01%
18,316
+6,352
1311
$1.88M 0.01%
12,643
-2,487
1312
$1.87M 0.01%
12,588
-5,596
1313
$1.87M 0.01%
27,979
+425
1314
$1.87M 0.01%
47,989
-400
1315
$1.86M 0.01%
56,296
+860
1316
$1.86M 0.01%
45,809
-845
1317
$1.86M 0.01%
39,174
+7,715
1318
$1.86M 0.01%
28,817
-5,516
1319
$1.85M 0.01%
18,473
-40,509
1320
$1.85M 0.01%
42,827
-6,321
1321
$1.85M 0.01%
56,473
+10,541
1322
$1.85M 0.01%
48,440
+895
1323
$1.85M 0.01%
84,476
-12,630
1324
$1.84M 0.01%
56,448
-2,570
1325
$1.84M 0.01%
45,504
-4,244
51 52
53
54 55