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
326
$15.2M 0.06%
61,427
-24,776
327
$15.1M 0.06%
65,382
+11,604
328
$15.1M 0.06%
197,272
+41,188
329
$15.1M 0.06%
188,404
+7,628
330
$15M 0.06%
223,399
+16,174
331
$15M 0.06%
259,435
+189
332
$15M 0.06%
35,968
-2,281
333
$15M 0.06%
204,084
-11,037
334
$15M 0.06%
130,503
+19,165
335
$14.9M 0.06%
167,295
+6,781
336
$14.9M 0.06%
319,654
-79,439
337
$14.7M 0.06%
162,818
+24,096
338
$14.5M 0.06%
58,133
+474
339
$14.5M 0.06%
27,901
+4,271
340
$14.4M 0.06%
72,772
+5,634
341
$14.4M 0.06%
71,416
-155
342
$14.4M 0.06%
493,881
+269,552
343
$14.3M 0.06%
319,758
+82,177
344
$14.1M 0.05%
360,576
-17,184
345
$13.9M 0.05%
277,047
+61,443
346
$13.8M 0.05%
206,455
+18,365
347
$13.8M 0.05%
236,700
+32,300
348
$13.8M 0.05%
24,726
+651
349
$13.7M 0.05%
111,441
-8,765
350
$13.6M 0.05%
50,746
+1,755
12 13
14
15 16