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
1476
$1.44M 0.01%
41,266
+1,557
1477
$1.44M 0.01%
+37,230
1478
$1.44M 0.01%
4,944
+133
1479
$1.44M 0.01%
9,321
+3,071
1480
$1.44M 0.01%
7,356
+596
1481
$1.43M 0.01%
17,208
+708
1482
$1.43M 0.01%
10,729
-74
1483
$1.43M 0.01%
58,194
+193
1484
$1.42M 0.01%
45,890
+8,431
1485
$1.42M 0.01%
33,176
-2,282
1486
$1.42M 0.01%
21,812
+74
1487
$1.42M 0.01%
45,976
-782
1488
$1.42M 0.01%
14,172
+381
1489
$1.42M 0.01%
107,174
-138
1490
$1.41M 0.01%
54,922
+40,357
1491
$1.41M 0.01%
104,321
+4,496
1492
$1.41M 0.01%
60,143
+27,420
1493
$1.41M 0.01%
52,124
-13,934
1494
$1.41M 0.01%
+45,637
1495
$1.41M 0.01%
36,034
+1,731
1496
$1.41M 0.01%
40,639
+2,864
1497
$1.41M 0.01%
2,832
-1,129
1498
$1.41M 0.01%
20,754
-10,305
1499
$1.4M 0.01%
12,178
+1,992
1500
$1.4M 0.01%
29,875
-3,481
58 59
60
61 62