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
301
$16.6M 0.06%
789,201
+73,215
302
$16.5M 0.06%
227,060
+32,624
303
$16.4M 0.06%
129,254
+35,718
304
$16.2M 0.06%
223,985
+3,300
305
$16.2M 0.06%
712,079
+68,846
306
$16.1M 0.06%
175,806
-6,908
307
$16.1M 0.06%
175,563
+9,205
308
$16M 0.06%
19,140
-1,088
309
$15.9M 0.06%
569,788
+266,048
310
$15.9M 0.06%
125,970
+23,822
311
$15.8M 0.06%
312,504
-36,112
312
$15.8M 0.06%
4,353
+273
313
$15.7M 0.06%
80,792
+2,314
314
$15.7M 0.06%
415,789
-71,859
315
$15.6M 0.06%
535,994
+6,619
316
$15.6M 0.06%
88,229
-27
317
$15.6M 0.06%
249,514
+24,499
318
$15.6M 0.06%
389,754
+12,648
319
$15.6M 0.06%
141,155
+8,435
320
$15.5M 0.06%
661,459
-63,530
321
$15.5M 0.06%
229,149
+9,750
322
$15.5M 0.06%
164,559
-13,114
323
$15.3M 0.06%
187,949
+53,393
324
$15.3M 0.06%
81,874
+4,457
325
$15.2M 0.06%
619,255
+155,517
11 12
13
14 15