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
1426
$1.55M 0.01%
69,795
+4,222
1427
$1.55M 0.01%
31,829
-1,874
1428
$1.54M 0.01%
45,395
-905
1429
$1.54M 0.01%
63,496
+48,972
1430
$1.54M 0.01%
49,511
+27,509
1431
$1.54M 0.01%
40,938
+3,223
1432
$1.54M 0.01%
43,899
-14,045
1433
$1.53M 0.01%
41,648
-864
1434
$1.53M 0.01%
130,278
+2,529
1435
$1.53M 0.01%
6,860
+680
1436
$1.53M 0.01%
22,088
+11,763
1437
$1.53M 0.01%
41,559
+17,648
1438
$1.53M 0.01%
39,882
+392
1439
$1.53M 0.01%
33,512
+16,345
1440
$1.53M 0.01%
32,077
+6,687
1441
$1.52M 0.01%
4,249
-336
1442
$1.52M 0.01%
14,564
+1,451
1443
$1.52M 0.01%
64,744
+39,351
1444
$1.52M 0.01%
48,766
+32,170
1445
$1.52M 0.01%
3,491
-94
1446
$1.52M 0.01%
38,155
+11,323
1447
$1.52M 0.01%
119,726
+2,032
1448
$1.51M 0.01%
61,861
-7,531
1449
$1.51M 0.01%
+20,014
1450
$1.51M 0.01%
26,844
+18,762
56 57
58
59 60