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
401
$11.6M 0.04%
254,940
+61,873
402
$11.5M 0.04%
67,622
+1,777
403
$11.5M 0.04%
614,877
+185,351
404
$11.5M 0.04%
97,837
+83,191
405
$11.5M 0.04%
111,857
+5,346
406
$11.4M 0.04%
103,429
+12,659
407
$11.4M 0.04%
407,358
+288,280
408
$11.4M 0.04%
231,764
+9,428
409
$11.4M 0.04%
198,009
+98,307
410
$11.4M 0.04%
132,300
+4,363
411
$11.4M 0.04%
145,533
+100,888
412
$11.3M 0.04%
67,029
+7,217
413
$11.3M 0.04%
487,064
+39,072
414
$11.3M 0.04%
99,454
+3,698
415
$11.2M 0.04%
245,148
-68,033
416
$11.2M 0.04%
291,545
+19,593
417
$11.2M 0.04%
185,218
+58,680
418
$11.2M 0.04%
186,060
-5,912
419
$11.2M 0.04%
+276,214
420
$11.2M 0.04%
325,528
-41,621
421
$11.1M 0.04%
270,960
+3,999
422
$11.1M 0.04%
370,658
+115,914
423
$11.1M 0.04%
138,585
-3,841
424
$11.1M 0.04%
67,260
+3,412
425
$11M 0.04%
220,805
+23,035
15 16
17
18 19