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
226
$22.3M 0.09%
462,101
+74,335
227
$22.3M 0.09%
991,141
+51,811
228
$22.2M 0.09%
1,242,092
-23,004
229
$22.2M 0.09%
155,778
+4,855
230
$22M 0.08%
77,949
+6,553
231
$22M 0.08%
284,850
+32,058
232
$22M 0.08%
1,268,246
+22,359
233
$22M 0.08%
319,729
+16,469
234
$21.9M 0.08%
211,232
-16,954
235
$21.7M 0.08%
330,057
-18,670
236
$21.6M 0.08%
124,007
+25,879
237
$21.6M 0.08%
+378,011
238
$21.4M 0.08%
325,707
-44,524
239
$21.3M 0.08%
492,363
+24,564
240
$21.3M 0.08%
136,754
-43,746
241
$21.2M 0.08%
103,563
+14,786
242
$21.2M 0.08%
545,294
-29,138
243
$21.2M 0.08%
360,828
+17,178
244
$20.9M 0.08%
207,210
-10,400
245
$20.9M 0.08%
1,575,735
-72,676
246
$20.4M 0.08%
279,912
-6,337
247
$20.4M 0.08%
459,359
+444,342
248
$20.1M 0.08%
88,161
+9,071
249
$20M 0.08%
190,242
+66,878
250
$20M 0.08%
796,478
+49,932
8 9
10
11 12