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
351
$13.6M 0.05%
83,246
+266
352
$13.6M 0.05%
250,400
+53,419
353
$13.5M 0.05%
102,157
+10,231
354
$13.3M 0.05%
267,860
+73,098
355
$13.3M 0.05%
440,074
+118,171
356
$13.3M 0.05%
113,148
+2,174
357
$13.2M 0.05%
266,720
+18,815
358
$13.2M 0.05%
152,453
+27,555
359
$13.1M 0.05%
32,933
+6,570
360
$13.1M 0.05%
618,188
+162,638
361
$13.1M 0.05%
50,477
+1,740
362
$13.1M 0.05%
229,524
+116,932
363
$13M 0.05%
177,618
-42,376
364
$13M 0.05%
528,302
-2,442
365
$13M 0.05%
363,173
+110,068
366
$13M 0.05%
245,330
+143,170
367
$12.9M 0.05%
18,531
-4,866
368
$12.8M 0.05%
245,495
-16,385
369
$12.8M 0.05%
136,843
+6,530
370
$12.8M 0.05%
190,008
+32,403
371
$12.8M 0.05%
521,036
+41,735
372
$12.7M 0.05%
235,318
+32,624
373
$12.6M 0.05%
39,663
+6,980
374
$12.6M 0.05%
250,497
-16,041
375
$12.5M 0.05%
60,360
-4,533
13 14
15
16 17