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
1551
$1.31M 0.01%
30,691
-2,868
1552
$1.31M 0.01%
64,991
+7,713
1553
$1.3M 0.01%
14,764
-19,396
1554
$1.3M 0.01%
114,871
+11,958
1555
$1.3M 0.01%
+23,655
1556
$1.3M 0.01%
118,383
+15,583
1557
$1.3M 0.01%
10,753
-4,087
1558
$1.3M 0.01%
+66,583
1559
$1.3M 0.01%
35,931
-76,641
1560
$1.3M 0.01%
10,626
-1,274
1561
$1.29M 0.01%
92,213
+11,918
1562
$1.29M 0.01%
2,210
+1,286
1563
$1.29M 0.01%
25,062
-2,244
1564
$1.29M 0.01%
57,406
+7,419
1565
$1.28M ﹤0.01%
6,526
+119
1566
$1.28M ﹤0.01%
6,585
-3
1567
$1.27M ﹤0.01%
7,331
-266
1568
$1.27M ﹤0.01%
+41,074
1569
$1.27M ﹤0.01%
2,665
+109
1570
$1.27M ﹤0.01%
153,117
+6,278
1571
$1.26M ﹤0.01%
40,403
-18,069
1572
$1.26M ﹤0.01%
35,756
+20,247
1573
$1.26M ﹤0.01%
60,353
-8,830
1574
$1.26M ﹤0.01%
16,145
-999
1575
$1.26M ﹤0.01%
62,660
+7,900
61 62
63
64 65