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
1451
$1.51M 0.01%
60,681
+12,327
1452
$1.51M 0.01%
97,524
+6,317
1453
$1.5M 0.01%
35,920
-1,523
1454
$1.5M 0.01%
113,858
+15,776
1455
$1.5M 0.01%
34,390
+18,311
1456
$1.5M 0.01%
15,745
+2,408
1457
$1.49M 0.01%
81,969
-7,125
1458
$1.49M 0.01%
52,322
+1,134
1459
$1.49M 0.01%
51,777
-28,082
1460
$1.49M 0.01%
24,666
+5,934
1461
$1.48M 0.01%
24,991
-2,194
1462
$1.48M 0.01%
53,421
+6,062
1463
$1.47M 0.01%
13,577
-1,043
1464
$1.47M 0.01%
93,123
+29,435
1465
$1.47M 0.01%
37,335
-4,457
1466
$1.46M 0.01%
42,231
+20
1467
$1.46M 0.01%
96,287
+39,980
1468
$1.46M 0.01%
16,325
-1,972
1469
$1.46M 0.01%
28,761
+19,454
1470
$1.46M 0.01%
35,287
+6,941
1471
$1.45M 0.01%
39,707
-2,868
1472
$1.45M 0.01%
10,962
+10
1473
$1.44M 0.01%
43,714
-9,863
1474
$1.44M 0.01%
103,297
-6,339
1475
$1.44M 0.01%
35,483
-2,431
57 58
59
60 61