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
3376
– –
-3,937
3377
– –
-16,332
3378
– –
-3,579
3379
– –
-5,639
3380
– –
-8,511
3381
– –
-5,985
3382
– –
-31,681
3383
– –
-11,412
3384
– –
-13,791
3385
– –
-3,171
3386
– –
-6,576
3387
– –
-12,418
3388
– –
-10,073
3389
– –
-4,615
3390
– –
-10,433
3391
– –
-2,814
3392
– –
-31,243
3393
– –
-4,622
3394
– –
-13,833
3395
– –
-9,553
3396
– –
-11,918
3397
– –
-33,474
3398
– –
-31,832
3399
– –
-15,924
3400
– –
-9,216
134 135
136
137 138