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
3126
$120K ﹤0.01%
10,070
-575
3127
$120K ﹤0.01%
13,618
-4,035
3128
$119K ﹤0.01%
43,223
-510
3129
$119K ﹤0.01%
26,787
-22,074
3130
$119K ﹤0.01%
22,102
-9,164
3131
$118K ﹤0.01%
10,816
3132
$118K ﹤0.01%
8,401
-260
3133
$118K ﹤0.01%
13,009
-1,867
3134
$116K ﹤0.01%
17,062
-3
3135
$114K ﹤0.01%
20,000
3136
$114K ﹤0.01%
20,390
+1,236
3137
$113K ﹤0.01%
11,134
3138
$113K ﹤0.01%
+10,179
3139
$113K ﹤0.01%
78,184
+8,800
3140
$113K ﹤0.01%
23,258
-121,719
3141
$112K ﹤0.01%
14,858
-499
3142
$110K ﹤0.01%
16,581
+159
3143
$109K ﹤0.01%
14,000
+1,000
3144
$107K ﹤0.01%
2,378
3145
$105K ﹤0.01%
17,134
-6,690
3146
$105K ﹤0.01%
11,579
-6,001
3147
$104K ﹤0.01%
10,131
-969
3148
$103K ﹤0.01%
18,784
3149
$103K ﹤0.01%
21,794
+5,177
3150
$102K ﹤0.01%
22,812
-8,230
124 125
126
127 128