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
101
$47M 0.18%
575,027
-193,398
102
$46.6M 0.18%
244,224
+12,877
103
$46.6M 0.18%
76,676
+3,412
104
$46.3M 0.18%
137,351
+6,875
105
$46M 0.18%
159,817
+24,143
106
$45.9M 0.18%
601,792
+22,928
107
$45.3M 0.17%
1,075,100
+95,312
108
$45M 0.17%
622,091
-6,724
109
$44.3M 0.17%
1,421,771
+104,718
110
$44.3M 0.17%
163,626
-5,536
111
$43.7M 0.17%
1,516,545
+84,616
112
$42.6M 0.16%
315,190
+24,753
113
$42.2M 0.16%
87,707
-845
114
$42.1M 0.16%
230,650
+47,296
115
$41.7M 0.16%
1,195,120
+191,801
116
$41.5M 0.16%
137,928
+4,086
117
$41.4M 0.16%
2,350,254
-4,755
118
$41.4M 0.16%
1,153,747
+88,805
119
$40.9M 0.16%
432,745
+28,091
120
$40.9M 0.16%
2,143,793
+34,416
121
$40.8M 0.16%
1,074,771
-35,660
122
$40.5M 0.16%
969,224
-327,537
123
$40.4M 0.16%
480,908
+16,368
124
$39.9M 0.15%
652,957
-11,952
125
$39.3M 0.15%
1,749,705
+101,277
3 4
5
6 7