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Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $38.8B
1-Year Est. Return 21.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.92%
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
+$22.8M
3
+$22.2M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$21.2M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$21.2M

Top Sells

1
+$25M
2
+$22.1M
3
+$20.2M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$18M
5
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$16.3M

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
– –
-7,574
3302
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-1,517
3303
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-15,000
3304
$0 ﹤0.01%
11,000
-700
3305
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-5,017
3306
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-2,050
3307
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3308
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3309
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-19,550
3310
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-6,228
3311
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3312
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3313
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-37,716
3314
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-10,987
3315
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3316
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3317
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3318
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3319
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3320
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3321
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3322
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3323
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3324
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3325
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-9,130
131 132
133
134 135