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
3301
– –
-15,000
3302
$0 ﹤0.01%
11,000
-700
3303
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-5,017
3304
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-2,050
3305
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-10,557
3306
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-10,464
3307
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-19,550
3308
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-6,228
3309
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-11,459
3310
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-11,921
3311
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-37,716
3312
– –
-12,954
3313
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-16,011
3314
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-16,536
3315
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-4,811
3316
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-43,296
3317
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-10,184
3318
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-10,987
3319
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-17,804
3320
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-1,447
3321
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-4,234
3322
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-14,099
3323
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-21,152
3324
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-6,638
3325
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-50,918
131 132
133
134 135