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
351
$2.86M 0.05%
47,603
+6,739
352
$2.82M 0.05%
92,156
+7,173
353
$2.81M 0.05%
56,693
+1,812
354
$2.79M 0.05%
369,584
+89,288
355
$2.78M 0.05%
53,500
+4,655
356
$2.77M 0.05%
136,211
+87,922
357
$2.77M 0.05%
21,281
+3,777
358
$2.77M 0.05%
115,347
-19,503
359
$2.76M 0.05%
138,915
-8,269
360
$2.76M 0.05%
111,836
-517
361
$2.75M 0.05%
35,267
+3,619
362
$2.75M 0.05%
82,013
+7,624
363
$2.75M 0.05%
42,144
+22,018
364
$2.74M 0.05%
80,366
+7,003
365
$2.73M 0.05%
54,730
+28,916
366
$2.73M 0.05%
131,680
-370
367
$2.73M 0.05%
80,214
+5,349
368
$2.72M 0.05%
109,290
-4,690
369
$2.71M 0.05%
60,338
-42,893
370
$2.71M 0.05%
238,814
-12,649
371
$2.7M 0.05%
22,424
+965
372
$2.68M 0.05%
+54,984
373
$2.67M 0.05%
25,447
+736
374
$2.67M 0.05%
20,394
+690
375
$2.65M 0.05%
30,776
+6,060
13 14
15
16 17