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
1501
$1.4M 0.01%
32,714
-3,342
1502
$1.4M 0.01%
21,872
-6,065
1503
$1.39M 0.01%
42,872
-2,544
1504
$1.39M 0.01%
40,372
+32,619
1505
$1.39M 0.01%
20,632
+1,346
1506
$1.39M 0.01%
71,217
+3,201
1507
$1.38M 0.01%
30,032
+401
1508
$1.38M 0.01%
6,981
-7,903
1509
$1.38M 0.01%
26,906
+3,917
1510
$1.38M 0.01%
53,035
+32,101
1511
$1.38M 0.01%
56,314
+724
1512
$1.38M 0.01%
13,787
+11,537
1513
$1.37M 0.01%
26,073
-8,952
1514
$1.37M 0.01%
78,724
-4,280
1515
$1.37M 0.01%
60,758
+34,587
1516
$1.37M 0.01%
35,163
+12,325
1517
$1.36M 0.01%
11,417
-296
1518
$1.36M 0.01%
128,819
+14,771
1519
$1.36M 0.01%
18,108
-6,094
1520
$1.35M 0.01%
12,865
-6,631
1521
$1.35M 0.01%
15,209
+708
1522
$1.35M 0.01%
62,581
+3
1523
$1.35M 0.01%
167,103
+119,996
1524
$1.35M 0.01%
59,455
+32,143
1525
$1.35M 0.01%
39,171
+18,412
59 60
61
62 63