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
201
$25M 0.1%
270,137
+23,527
202
$24.9M 0.1%
441,211
+39,939
203
$24.7M 0.1%
226,686
-6,550
204
$24.7M 0.09%
1,123,056
+2,033
205
$24.5M 0.09%
316,682
-47,619
206
$24.4M 0.09%
303,652
+93,195
207
$24.3M 0.09%
77,791
+16,415
208
$24.3M 0.09%
178,725
+428
209
$24M 0.09%
648,101
+13,426
210
$24M 0.09%
233,230
+4,909
211
$23.9M 0.09%
426,167
+408,155
212
$23.7M 0.09%
186,049
-18,805
213
$23.5M 0.09%
230,900
+15,998
214
$23.3M 0.09%
461,209
+116,026
215
$23.2M 0.09%
108,757
+1,304
216
$23.2M 0.09%
247,093
+35,331
217
$23.1M 0.09%
208,922
-24,708
218
$23.1M 0.09%
128,715
-557
219
$22.9M 0.09%
215,243
+166,759
220
$22.8M 0.09%
419,942
-12,419
221
$22.7M 0.09%
65,380
+10,121
222
$22.7M 0.09%
353,735
-164,549
223
$22.6M 0.09%
158,980
+15,300
224
$22.5M 0.09%
322,190
-6,598
225
$22.3M 0.09%
617,458
+38,352
7 8
9
10 11