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
3401
– –
-10,318
3402
$0 ﹤0.01%
24,304
3403
– –
-4,358
3404
– –
-11,222
3405
– –
-27,262
3406
– –
-3,914
3407
– –
-340
3408
– –
-10,075
3409
– –
-10,757
3410
– –
-878
3411
– –
-17,952
3412
– –
-422,318
3413
– –
-72,575
3414
– –
-17,288
3415
– –
-96,044
3416
– –
-10,533
3417
– –
-8,763
3418
– –
-14,480
3419
– –
-25,899
3420
– –
-59,489
3421
– –
-13,640
3422
– –
-2,000
3423
– –
-35,871
3424
– –
-12,518
3425
– –
-261,741
134 135 136
137
138