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
1976
$710K ﹤0.01%
9,041
-130
1977
$708K ﹤0.01%
7,215
+2,411
1978
$708K ﹤0.01%
8,498
+42
1979
$708K ﹤0.01%
21,132
-1,979
1980
$708K ﹤0.01%
13,186
-431
1981
$708K ﹤0.01%
+16,013
1982
$706K ﹤0.01%
25,109
+246
1983
$706K ﹤0.01%
95,382
-437
1984
$705K ﹤0.01%
28,466
-30,664
1985
$705K ﹤0.01%
15,147
+2,366
1986
$703K ﹤0.01%
2,662
-644
1987
$702K ﹤0.01%
2,866
+750
1988
$702K ﹤0.01%
29,276
+464
1989
$702K ﹤0.01%
7,136
-440
1990
$701K ﹤0.01%
15,379
-1,260
1991
$701K ﹤0.01%
21,992
+142
1992
$701K ﹤0.01%
+9,488
1993
$699K ﹤0.01%
70,110
+6,114
1994
$698K ﹤0.01%
33,988
+8,027
1995
$697K ﹤0.01%
29,168
-8,919
1996
$697K ﹤0.01%
8,008
+1
1997
$696K ﹤0.01%
14,675
-226
1998
$692K ﹤0.01%
76,099
+60,974
1999
$692K ﹤0.01%
52,612
+13,615
2000
$690K ﹤0.01%
+18,288
78 79
80
81 82