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
1
$927M 3.57%
1,927,563
+27,597
2
$779M 3%
4,540,680
-137,744
3
$665M 2.56%
1,496,636
+38,471
4
$537M 2.07%
1,022,325
-17,974
5
$519M 2%
5,744,880
-66,820
6
$508M 1.96%
1,207,692
+22,050
7
$425M 1.64%
1,636,737
+75,093
8
$419M 1.61%
2,320,604
+11,397
9
$397M 1.53%
6,580,553
+363,736
10
$303M 1.17%
579,301
-40,513
11
$264M 1.01%
627,122
+13,342
12
$232M 0.89%
3,996,617
+394,194
13
$190M 0.73%
2,612,434
+349,716
14
$183M 0.7%
6,808,116
+282,423
15
$159M 0.61%
976,681
+43,329
16
$152M 0.58%
830,337
-32,260
17
$149M 0.57%
433,603
+9,133
18
$148M 0.57%
981,058
-14,770
19
$137M 0.53%
659,016
+71,950
20
$136M 0.52%
279,267
+22,647
21
$133M 0.51%
2,703,161
+159,126
22
$129M 0.5%
165,433
+3,559
23
$127M 0.49%
2,528,820
-280,417
24
$124M 0.48%
2,020,451
+104,990
25
$124M 0.48%
815,588
-12,990
1
2 3 4 5