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
1376
$1.7M 0.01%
71,144
+990
1377
$1.69M 0.01%
8,960
+2,220
1378
$1.69M 0.01%
40,564
-1,328
1379
$1.69M 0.01%
33,796
-2,040
1380
$1.68M 0.01%
78,491
+4,123
1381
$1.68M 0.01%
39,961
+27,156
1382
$1.68M 0.01%
4,844
-5,479
1383
$1.68M 0.01%
14,898
+1,245
1384
$1.67M 0.01%
82,605
+56,070
1385
$1.67M 0.01%
86,851
+4,686
1386
$1.66M 0.01%
3,853
+87
1387
$1.66M 0.01%
9,948
+1,776
1388
$1.66M 0.01%
32,946
+8,744
1389
$1.66M 0.01%
4,798
+4,139
1390
$1.66M 0.01%
50,555
-833
1391
$1.66M 0.01%
104,938
-7,447
1392
$1.65M 0.01%
20,774
-1,457
1393
$1.65M 0.01%
50,427
-672
1394
$1.64M 0.01%
32,290
-4,454
1395
$1.63M 0.01%
6,854
+1,598
1396
$1.63M 0.01%
68,220
-2,315
1397
$1.63M 0.01%
44,765
-14,550
1398
$1.63M 0.01%
13,899
-688
1399
$1.63M 0.01%
9,750
+367
1400
$1.63M 0.01%
42,620
-24,872
54 55
56
57 58