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
126
$39.2M 0.15%
784,867
-13,931
127
$38.9M 0.15%
85,585
-1,285
128
$38.3M 0.15%
530,411
+14,330
129
$38.2M 0.15%
876,390
+38,192
130
$37.9M 0.15%
288,761
-3,556
131
$37.6M 0.14%
195,757
-36,148
132
$37.1M 0.14%
310,546
+5,753
133
$36.9M 0.14%
73,050
-2,722
134
$36.8M 0.14%
153,635
+2,143
135
$36.5M 0.14%
113,881
-17,018
136
$36.4M 0.14%
127,159
+7,403
137
$36.2M 0.14%
483,935
-16,771
138
$36.2M 0.14%
359,611
-44,596
139
$35.8M 0.14%
211,208
+6,995
140
$35.4M 0.14%
697,618
+149,566
141
$35.3M 0.14%
497,905
+2,472
142
$34.7M 0.13%
5,844,114
+495,409
143
$34.5M 0.13%
121,170
+173
144
$34.4M 0.13%
758,971
+131,863
145
$34.1M 0.13%
533,689
+22,554
146
$34M 0.13%
299,242
+23,614
147
$33.7M 0.13%
613,891
-23,776
148
$33.7M 0.13%
174,526
-16,380
149
$33.7M 0.13%
1,653,879
+683,787
150
$33.4M 0.13%
963,021
-79,831
4 5
6
7 8