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
376
$2.65M 0.05%
102,392
+6,929
377
$2.64M 0.05%
81,840
-32,925
378
$2.63M 0.05%
154,341
-19,465
379
$2.62M 0.04%
88,777
-13,978
380
$2.61M 0.04%
50,750
+1,640
381
$2.58M 0.04%
21,710
-729
382
$2.58M 0.04%
95,165
-135
383
$2.57M 0.04%
51,676
-18,093
384
$2.56M 0.04%
42,296
-2,384
385
$2.56M 0.04%
77,719
-9,411
386
$2.55M 0.04%
42,020
+20,298
387
$2.52M 0.04%
25,250
+8,351
388
$2.52M 0.04%
16,271
+10,137
389
$2.5M 0.04%
59,600
-4,384
390
$2.5M 0.04%
58,274
+10,161
391
$2.5M 0.04%
49,358
+4,954
392
$2.49M 0.04%
78,590
+15,365
393
$2.49M 0.04%
37,832
-581
394
$2.49M 0.04%
49,985
+25,910
395
$2.46M 0.04%
62,586
-84
396
$2.46M 0.04%
93,107
+10,345
397
$2.45M 0.04%
24,955
-461
398
$2.44M 0.04%
55,017
+13,688
399
$2.43M 0.04%
243,934
-59,466
400
$2.41M 0.04%
138,922
+9,933
14 15
16
17 18