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
1401
$1.62M 0.01%
52,085
+17,785
1402
$1.62M 0.01%
16,869
+1,003
1403
$1.61M 0.01%
55,032
+1,049
1404
$1.6M 0.01%
29,751
-1,826
1405
$1.59M 0.01%
9,635
+898
1406
$1.59M 0.01%
104,600
-21,199
1407
$1.59M 0.01%
50,236
-5,343
1408
$1.59M 0.01%
31,841
+6,804
1409
$1.59M 0.01%
10,179
-90
1410
$1.58M 0.01%
21,348
-11,264
1411
$1.58M 0.01%
27,932
+873
1412
$1.58M 0.01%
33,934
+5,454
1413
$1.58M 0.01%
5,413
+363
1414
$1.57M 0.01%
43,727
+3,889
1415
$1.57M 0.01%
16,531
+3,916
1416
$1.57M 0.01%
40,449
-2,508
1417
$1.57M 0.01%
36,716
-618
1418
$1.57M 0.01%
55,261
-174,681
1419
$1.57M 0.01%
35,285
-6,931
1420
$1.57M 0.01%
79,538
+13,192
1421
$1.55M 0.01%
49,248
+3,924
1422
$1.55M 0.01%
48,941
-38,301
1423
$1.55M 0.01%
56,504
+4,770
1424
$1.55M 0.01%
35,432
-5,338
1425
$1.55M 0.01%
7,429
-1,981
55 56
57
58 59