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
1326
$1.84M 0.01%
119,704
-2,189
1327
$1.82M 0.01%
56,732
+13,250
1328
$1.82M 0.01%
79,342
+33,327
1329
$1.82M 0.01%
41,983
-24,391
1330
$1.82M 0.01%
31,982
-930
1331
$1.81M 0.01%
17,507
+438
1332
$1.8M 0.01%
20,602
+2,430
1333
$1.8M 0.01%
75,814
+4,777
1334
$1.8M 0.01%
48,109
+4,525
1335
$1.8M 0.01%
47,961
+5,535
1336
$1.8M 0.01%
26,317
-526
1337
$1.8M 0.01%
38,518
+30,188
1338
$1.8M 0.01%
37,512
-4,371
1339
$1.79M 0.01%
79,008
+213
1340
$1.79M 0.01%
35,856
+17,892
1341
$1.79M 0.01%
32,058
+3,570
1342
$1.79M 0.01%
329,347
+307,044
1343
$1.78M 0.01%
65,548
+6,955
1344
$1.78M 0.01%
21,750
+16,971
1345
$1.77M 0.01%
243,114
-244,862
1346
$1.77M 0.01%
4,514
+85
1347
$1.77M 0.01%
182,583
+2,882
1348
$1.76M 0.01%
28,761
+16,858
1349
$1.76M 0.01%
277,370
-1,340
1350
$1.76M 0.01%
14,299
-35
52 53
54
55 56