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
276
$3.93M 0.07%
35,289
+31,563
277
$3.91M 0.07%
64,203
+4,438
278
$3.91M 0.07%
169,230
+2,644
279
$3.9M 0.07%
26,319
+591
280
$3.9M 0.07%
153,197
+8,656
281
$3.89M 0.07%
153,768
-88,916
282
$3.88M 0.07%
64,789
+19,504
283
$3.85M 0.07%
80,565
-40,679
284
$3.83M 0.07%
13,443
+11,068
285
$3.83M 0.07%
30,785
-5,582
286
$3.81M 0.07%
104,408
-5,702
287
$3.75M 0.06%
75,975
+37,779
288
$3.74M 0.06%
59,350
+9,647
289
$3.67M 0.06%
136,064
-167
290
$3.65M 0.06%
67,830
+3,599
291
$3.64M 0.06%
32,495
-1,324
292
$3.63M 0.06%
79,127
+8,385
293
$3.63M 0.06%
103,243
-7,088
294
$3.61M 0.06%
34,317
-8,713
295
$3.6M 0.06%
44,709
+1,314
296
$3.57M 0.06%
60,649
+5,782
297
$3.55M 0.06%
153,711
+7,011
298
$3.52M 0.06%
151,478
+10,660
299
$3.52M 0.06%
69,994
+20,929
300
$3.51M 0.06%
33,924
+1,467
10 11
12
13 14