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
2926
$227K ﹤0.01%
4,331
-413
2927
$227K ﹤0.01%
357
-1,768
2928
$227K ﹤0.01%
9,552
-1,081
2929
$226K ﹤0.01%
4,529
-70,825
2930
$226K ﹤0.01%
12,595
-436
2931
$226K ﹤0.01%
9,542
-2,034
2932
$225K ﹤0.01%
+4,396
2933
$225K ﹤0.01%
+8,784
2934
$225K ﹤0.01%
21,781
+979
2935
$225K ﹤0.01%
7,643
+2,176
2936
$224K ﹤0.01%
+8,708
2937
$224K ﹤0.01%
+9,881
2938
$223K ﹤0.01%
10,509
+263
2939
$223K ﹤0.01%
13,302
-4,762
2940
$223K ﹤0.01%
+4,864
2941
$222K ﹤0.01%
2,546
-305
2942
$222K ﹤0.01%
5,673
2943
$222K ﹤0.01%
10,737
-1,171
2944
$222K ﹤0.01%
6,827
+38
2945
$222K ﹤0.01%
2,630
-224
2946
$222K ﹤0.01%
3,574
+79
2947
$221K ﹤0.01%
+1,901
2948
$221K ﹤0.01%
43,145
+14,390
2949
$221K ﹤0.01%
20,300
+41
2950
$220K ﹤0.01%
+948
116 117
118
119 120