Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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
51
$83M 0.32%
923,097
-2,007
52
$79.4M 0.31%
1,331,768
-167,267
53
$79.4M 0.31%
2,481,505
+124,671
54
$78.6M 0.3%
497,052
+14,188
55
$78.2M 0.3%
433,260
+11,240
56
$77.9M 0.3%
399,079
+40,116
57
$77.5M 0.3%
1,836,044
-540,816
58
$77.1M 0.3%
697,422
-10,946
59
$76.9M 0.3%
1,523,563
+238,654
60
$75.3M 0.29%
301,411
+1,597
61
$72.7M 0.28%
548,770
-6,400
62
$72M 0.28%
954,501
+4,586
63
$71.8M 0.28%
455,401
+14,623
64
$70.3M 0.27%
609,930
+24,057
65
$69.2M 0.27%
188,801
+39,789
66
$68.9M 0.27%
1,144,782
+95,901
67
$67.8M 0.26%
1,337,828
-186,629
68
$67.3M 0.26%
1,108,608
-20,562
69
$66.4M 0.26%
126,720
+4,220
70
$66.4M 0.26%
786,811
-9,606
71
$65.5M 0.25%
350,628
+91,187
72
$64.8M 0.25%
608,542
+51,493
73
$64.3M 0.25%
1,164,614
+19,939
74
$63.7M 0.25%
2,279,513
+837,121
75
$61.7M 0.24%
2,982,801
-170,952
1 2
3
4 5