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
76
$61.1M 0.24%
123,448
+789
77
$59.2M 0.23%
1,854,169
-81,377
78
$58.4M 0.22%
1,281,012
+64,844
79
$58.1M 0.22%
206,187
+6,128
80
$58M 0.22%
392,428
+21,038
81
$57.7M 0.22%
572,874
+67,611
82
$57.3M 0.22%
434,570
-16,732
83
$56.9M 0.22%
324,889
+1,025
84
$56.2M 0.22%
249,578
+61,531
85
$55.7M 0.21%
1,328,311
-53,184
86
$55.3M 0.21%
244,955
+72,461
87
$55.3M 0.21%
263,101
-16,248
88
$54.7M 0.21%
942,314
+55,497
89
$53.4M 0.21%
1,171,810
+293,488
90
$51.7M 0.2%
547,493
+18,098
91
$50.8M 0.2%
1,013,871
+84,633
92
$50.1M 0.19%
738,593
+88,125
93
$50M 0.19%
2,157,752
+289,712
94
$49.9M 0.19%
407,881
+11,696
95
$49.6M 0.19%
678,649
+60,984
96
$48.9M 0.19%
372,692
-20,228
97
$48.8M 0.19%
1,400,969
+276,068
98
$47.6M 0.18%
469,798
-11,206
99
$47.2M 0.18%
1,701,161
+111,509
100
$47.2M 0.18%
938,675
-104,828
2 3
4
5 6