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
251
$19.9M 0.08%
1,262,447
+54,696
252
$19.8M 0.08%
614,437
+9,373
253
$19.7M 0.08%
33,855
-1,054
254
$19.7M 0.08%
31
+4
255
$19.6M 0.08%
257,058
-50,431
256
$19.6M 0.08%
426,456
-31,543
257
$19.5M 0.08%
165,804
+29,346
258
$19.4M 0.07%
218,642
-6,460
259
$19.4M 0.07%
130,390
+4,355
260
$19.3M 0.07%
220,221
+213,186
261
$19.1M 0.07%
248,370
+1,262
262
$19.1M 0.07%
26,434
+6,150
263
$19M 0.07%
441,016
+6,802
264
$18.9M 0.07%
102,960
-46,928
265
$18.9M 0.07%
694,734
+26,424
266
$18.9M 0.07%
+1,886,311
267
$18.9M 0.07%
787,455
+92,188
268
$18.8M 0.07%
922,636
+365,740
269
$18.8M 0.07%
387,927
-17,844
270
$18.7M 0.07%
522,272
-16,568
271
$18.7M 0.07%
366,536
-2,165
272
$18.6M 0.07%
217,646
-83,374
273
$18.5M 0.07%
386,868
-112,333
274
$18.5M 0.07%
19,047
+3,441
275
$18.4M 0.07%
161,211
+10,759
9 10
11
12 13