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
2001
$690K ﹤0.01%
+18,288
2002
$689K ﹤0.01%
6,375
-40
2003
$688K ﹤0.01%
5,521
+283
2004
$688K ﹤0.01%
21,185
-12,723
2005
$688K ﹤0.01%
11,281
+589
2006
$685K ﹤0.01%
26,374
+1,732
2007
$685K ﹤0.01%
23,946
-6,564
2008
$685K ﹤0.01%
1,305
+109
2009
$683K ﹤0.01%
6,357
-14,978
2010
$681K ﹤0.01%
19,979
-1,063
2011
$681K ﹤0.01%
48,677
-83,552
2012
$680K ﹤0.01%
18,363
-23,896
2013
$679K ﹤0.01%
5,242
-22
2014
$679K ﹤0.01%
17,337
+1,968
2015
$679K ﹤0.01%
11,744
+2,735
2016
$678K ﹤0.01%
11,862
-1,790
2017
$675K ﹤0.01%
36,100
2018
$675K ﹤0.01%
79,947
-1,532
2019
$672K ﹤0.01%
185,100
+49,650
2020
$671K ﹤0.01%
13,156
-1,480
2021
$671K ﹤0.01%
3,740
+191
2022
$671K ﹤0.01%
14,657
-520
2023
$671K ﹤0.01%
54,827
-107
2024
$667K ﹤0.01%
30,914
-2,988
2025
$667K ﹤0.01%
44,086
+6,521
79 80
81
82 83