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
376
$12.5M 0.05%
130,309
+26
377
$12.4M 0.05%
154,408
-9,590
378
$12.3M 0.05%
209,673
-8,462
379
$12.3M 0.05%
130,411
+3,608
380
$12.2M 0.05%
386,914
-22,082
381
$12.2M 0.05%
22,639
-2,974
382
$12.1M 0.05%
326,923
-4,775
383
$12.1M 0.05%
160,200
+38,595
384
$12M 0.05%
234,190
+16,941
385
$11.9M 0.05%
+207,513
386
$11.9M 0.05%
92,071
-165
387
$11.9M 0.05%
117,275
-3,862
388
$11.8M 0.05%
289,321
+84,205
389
$11.8M 0.05%
336,138
+17,494
390
$11.8M 0.05%
280,179
+56,881
391
$11.8M 0.05%
168,587
+14,339
392
$11.8M 0.05%
261,374
+12,023
393
$11.8M 0.05%
232,945
-9,731
394
$11.8M 0.05%
325,215
+20,481
395
$11.7M 0.05%
186,673
+62,437
396
$11.6M 0.04%
53,913
+4,684
397
$11.6M 0.04%
54,436
+18,754
398
$11.6M 0.04%
132,477
+464
399
$11.6M 0.04%
241,891
+21,851
400
$11.6M 0.04%
84,229
+47
14 15
16
17 18