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
326
$3.13M 0.05%
53,172
+742
327
$3.13M 0.05%
50,425
+16,515
328
$3.1M 0.05%
31,742
-1,298
329
$3.08M 0.05%
30,508
+2,663
330
$3.07M 0.05%
46,632
-2,615
331
$3.05M 0.05%
12,779
-1,331
332
$3.05M 0.05%
63,420
-29,626
333
$3.02M 0.05%
51,268
-25,448
334
$3.02M 0.05%
58,070
-727
335
$3M 0.05%
48,050
-16,667
336
$2.99M 0.05%
131,427
+35,443
337
$2.98M 0.05%
67,312
+487
338
$2.98M 0.05%
150,470
-4,621
339
$2.95M 0.05%
173,037
-5,121
340
$2.95M 0.05%
100,394
-3,528
341
$2.94M 0.05%
107,420
-8,389
342
$2.94M 0.05%
78,167
+3,100
343
$2.94M 0.05%
143,944
+9,412
344
$2.94M 0.05%
26,058
-758
345
$2.91M 0.05%
26,675
+4,221
346
$2.9M 0.05%
61,520
+5,359
347
$2.88M 0.05%
29,385
+4,748
348
$2.88M 0.05%
43,218
-405
349
$2.88M 0.05%
31,977
+8,446
350
$2.87M 0.05%
153,903
+5,694
12 13
14
15 16