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
1351
$1.76M 0.01%
150,638
+114,580
1352
$1.76M 0.01%
70,895
+34,342
1353
$1.75M 0.01%
36,347
+9,441
1354
$1.75M 0.01%
372,818
+40,857
1355
$1.75M 0.01%
72,462
+14,504
1356
$1.75M 0.01%
176,639
+12,365
1357
$1.75M 0.01%
56,687
+3,430
1358
$1.75M 0.01%
75,960
+3,477
1359
$1.74M 0.01%
195,893
+14,650
1360
$1.74M 0.01%
88,755
-6,802
1361
$1.74M 0.01%
109,332
+6,865
1362
$1.73M 0.01%
25,440
+2,245
1363
$1.73M 0.01%
79,402
-1,256
1364
$1.73M 0.01%
176,588
+19,885
1365
$1.73M 0.01%
4,277
-415
1366
$1.72M 0.01%
53,346
-16,276
1367
$1.72M 0.01%
11,239
+58
1368
$1.71M 0.01%
7,621
+234
1369
$1.71M 0.01%
11,777
-1,592
1370
$1.71M 0.01%
35,861
-138,579
1371
$1.7M 0.01%
82,212
-6,617
1372
$1.7M 0.01%
80,302
-1,595
1373
$1.7M 0.01%
10,975
+344
1374
$1.7M 0.01%
42,772
-124,431
1375
$1.7M 0.01%
118,239
+51,966
53 54
55
56 57