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
2026
$667K ﹤0.01%
33,411
+2,516
2027
$666K ﹤0.01%
+24,020
2028
$663K ﹤0.01%
4,327
-628
2029
$662K ﹤0.01%
4,218
+672
2030
$658K ﹤0.01%
46,655
+7,242
2031
$658K ﹤0.01%
+25,638
2032
$657K ﹤0.01%
29,309
+365
2033
$656K ﹤0.01%
+15,846
2034
$656K ﹤0.01%
15,617
+36
2035
$655K ﹤0.01%
5,023
-936
2036
$652K ﹤0.01%
64,131
-1,717
2037
$652K ﹤0.01%
110,764
+95,830
2038
$651K ﹤0.01%
43,818
+2,233
2039
$651K ﹤0.01%
5,795
-238
2040
$647K ﹤0.01%
+19,645
2041
$647K ﹤0.01%
+19,817
2042
$647K ﹤0.01%
57,423
-864
2043
$647K ﹤0.01%
13,550
+87
2044
$647K ﹤0.01%
55,496
-3,241
2045
$646K ﹤0.01%
16,596
+1,388
2046
$646K ﹤0.01%
29,797
-2,087
2047
$646K ﹤0.01%
20,565
-3,254
2048
$645K ﹤0.01%
25,725
+14,475
2049
$645K ﹤0.01%
6,849
-2,063
2050
$645K ﹤0.01%
+15,448
80 81
82
83 84