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
151
$33.4M 0.13%
130,927
+1,706
152
$33.3M 0.13%
612,070
+18,239
153
$32.5M 0.13%
232,028
+9,104
154
$32.3M 0.12%
594,283
-36,434
155
$31.8M 0.12%
802,926
-145,751
156
$31.7M 0.12%
88,536
+8,827
157
$30.9M 0.12%
118,548
-28,397
158
$30.8M 0.12%
538,080
+173,986
159
$30.7M 0.12%
314,283
-1,309
160
$30.4M 0.12%
256,891
+151,869
161
$30.4M 0.12%
321,536
+57,213
162
$30.3M 0.12%
1,752,721
+48,520
163
$29.9M 0.11%
710,978
-332,347
164
$29.9M 0.11%
97,968
+3,398
165
$29.8M 0.11%
259,119
-87,166
166
$29.6M 0.11%
144,319
+1,391
167
$29.3M 0.11%
265,967
+84,082
168
$29.2M 0.11%
365,521
-13,728
169
$29.1M 0.11%
251,091
+182,970
170
$29M 0.11%
186,030
-10,261
171
$28.7M 0.11%
601,490
+23,064
172
$28.4M 0.11%
643,720
+27,727
173
$28.3M 0.11%
488,099
-9,125
174
$28.2M 0.11%
491,500
+89
175
$28.1M 0.11%
729,142
+42,196
5 6
7
8 9