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
$5.85B
AUM Growth
+$518M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,860
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$11.4M
3
+$10.6M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$9.66M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$9.54M

Top Sells

1
+$8.58M
2
+$6.96M
3
+$6.59M
4
CDC icon
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
+$6.14M
5
QAI icon
NYLI Hedge Multi-Strategy Tracker ETF
QAI
+$5.72M

Sector Composition

1 Industrials 4.28%
2 Healthcare 3.93%
3 Consumer Staples 3.92%
4 Communication Services 3.7%
5 Financials 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4.46M 0.08%
153,497
-38,535
252
$4.37M 0.07%
87,433
+20,883
253
$4.33M 0.07%
101,154
+60,430
254
$4.28M 0.07%
48,613
-3,510
255
$4.27M 0.07%
39,223
-8,522
256
$4.27M 0.07%
39,186
+6,650
257
$4.24M 0.07%
98,395
+356
258
$4.24M 0.07%
468,536
-6,135
259
$4.23M 0.07%
31,377
+671
260
$4.18M 0.07%
69,903
+10,151
261
$4.16M 0.07%
232,395
+11,144
262
$4.16M 0.07%
240,873
+20,470
263
$4.09M 0.07%
34,161
+4,320
264
$4.09M 0.07%
112,267
+46,554
265
$4.09M 0.07%
52,672
-9,335
266
$4.09M 0.07%
133,868
+23,606
267
$4.08M 0.07%
108,148
+30,174
268
$4.03M 0.07%
503,931
+6,315
269
$4.02M 0.07%
35,378
+1,533
270
$4.01M 0.07%
68,570
+2,212
271
$3.98M 0.07%
26,349
-14,249
272
$3.96M 0.07%
35,051
+2,697
273
$3.95M 0.07%
70,912
-5,776
274
$3.95M 0.07%
96,723
-76,897
275
$3.95M 0.07%
254,328
-32,502
9 10
11
12 13