Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
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
176
$28M 0.11%
558,178
-48,885
177
$27.7M 0.11%
778,071
+16,910
178
$27.5M 0.11%
284,320
-20,142
179
$27.4M 0.11%
254,230
-9,585
180
$27.3M 0.11%
288,523
+23,329
181
$27.2M 0.1%
133,011
+4,448
182
$26.6M 0.1%
370,839
-4,714
183
$26.6M 0.1%
348,597
-10,631
184
$26.6M 0.1%
1,151,573
+226,637
185
$26.4M 0.1%
331,098
-3,850
186
$26.4M 0.1%
209,977
+12,362
187
$26.3M 0.1%
245,215
-6,870
188
$26.3M 0.1%
287,740
+46,494
189
$26.3M 0.1%
465,857
+9,072
190
$26.1M 0.1%
482,997
+14,537
191
$26.1M 0.1%
63,439
+4,002
192
$26M 0.1%
300,923
+6,335
193
$26M 0.1%
503,668
-111,257
194
$25.7M 0.1%
590,104
-21,687
195
$25.7M 0.1%
124,662
+13,787
196
$25.6M 0.1%
1,114,558
+71,509
197
$25.6M 0.1%
141,860
+9,979
198
$25.4M 0.1%
438,533
+16,223
199
$25.3M 0.1%
197,214
+30,782
200
$25.3M 0.1%
59,352
+1,161
6 7
8
9 10