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
2751
$281K ﹤0.01%
2,064
+345
2752
$281K ﹤0.01%
9,062
-98
2753
$280K ﹤0.01%
8,819
+162
2754
$280K ﹤0.01%
23,934
+2,610
2755
$280K ﹤0.01%
13,208
+333
2756
$280K ﹤0.01%
+5,640
2757
$280K ﹤0.01%
5,971
-6,817
2758
$279K ﹤0.01%
6,384
-10,319
2759
$278K ﹤0.01%
+4,771
2760
$277K ﹤0.01%
29,647
+2,021
2761
$277K ﹤0.01%
+10,617
2762
$277K ﹤0.01%
17,393
-4,929
2763
$277K ﹤0.01%
3,206
+174
2764
$277K ﹤0.01%
9,129
-2,735
2765
$276K ﹤0.01%
+18,925
2766
$276K ﹤0.01%
+3,724
2767
$276K ﹤0.01%
17,433
+243
2768
$276K ﹤0.01%
6,404
-221
2769
$276K ﹤0.01%
11,919
+3,064
2770
$275K ﹤0.01%
6,442
+127
2771
$274K ﹤0.01%
11,342
-1,244
2772
$274K ﹤0.01%
+1,059
2773
$274K ﹤0.01%
5,140
-193
2774
$274K ﹤0.01%
42,937
+10,618
2775
$274K ﹤0.01%
3,396
+793
109 110
111
112 113