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
1526
$1.35M 0.01%
24,694
-8,186
1527
$1.34M 0.01%
44,808
+18,641
1528
$1.34M 0.01%
10,126
-1,455
1529
$1.34M 0.01%
34,293
-3,979
1530
$1.34M 0.01%
138,903
-1,018
1531
$1.34M 0.01%
21,068
+6,714
1532
$1.34M 0.01%
121,198
+20,651
1533
$1.34M 0.01%
162,268
-500
1534
$1.33M 0.01%
40,871
+927
1535
$1.33M 0.01%
+22,650
1536
$1.33M 0.01%
35,814
-26,141
1537
$1.33M 0.01%
29,267
+1,404
1538
$1.33M 0.01%
37,107
-1,457
1539
$1.32M 0.01%
25,302
-4,654
1540
$1.32M 0.01%
+43,360
1541
$1.32M 0.01%
45,635
+11,249
1542
$1.32M 0.01%
32,176
-3,809
1543
$1.32M 0.01%
3,919
-166
1544
$1.31M 0.01%
46,133
-2,356
1545
$1.31M 0.01%
26,406
+21,734
1546
$1.31M 0.01%
34,997
+1,146
1547
$1.31M 0.01%
52,985
+7,512
1548
$1.31M 0.01%
47,187
+7,442
1549
$1.31M 0.01%
3,987
-636
1550
$1.31M 0.01%
3,233
-245
60 61
62
63 64