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
301
$3.5M 0.06%
117,974
+7,472
302
$3.5M 0.06%
92,112
+14,450
303
$3.5M 0.06%
179,031
-1,573
304
$3.47M 0.06%
83,658
-18,050
305
$3.45M 0.06%
26,304
+623
306
$3.44M 0.06%
352,290
+51,104
307
$3.43M 0.06%
317,320
+22,207
308
$3.42M 0.06%
62,537
+18,332
309
$3.42M 0.06%
159,644
+23,001
310
$3.41M 0.06%
89,203
+9,156
311
$3.41M 0.06%
122,950
+28,418
312
$3.38M 0.06%
354,040
-15,597
313
$3.37M 0.06%
194,194
+107,494
314
$3.33M 0.06%
67,734
+10,204
315
$3.32M 0.06%
149,333
-9,120
316
$3.31M 0.06%
298,850
+46,714
317
$3.3M 0.06%
128,441
-26,961
318
$3.29M 0.06%
92,700
+8,227
319
$3.29M 0.06%
267,446
+79,432
320
$3.27M 0.06%
30,728
-7,867
321
$3.27M 0.06%
254,107
+4,663
322
$3.26M 0.06%
104,258
-1,921
323
$3.24M 0.06%
25,864
-231
324
$3.18M 0.05%
48,587
-53,230
325
$3.18M 0.05%
34,770
+27,531
11 12
13
14 15