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
401
$2.41M 0.04%
22,193
+5,254
402
$2.39M 0.04%
48,958
-3,934
403
$2.39M 0.04%
55,459
+4,054
404
$2.38M 0.04%
44,760
+7,496
405
$2.38M 0.04%
30,949
+752
406
$2.37M 0.04%
65,939
+38,068
407
$2.33M 0.04%
61,220
-3,590
408
$2.33M 0.04%
57,706
+1,961
409
$2.3M 0.04%
11,766
-9,462
410
$2.28M 0.04%
72,406
-42,421
411
$2.27M 0.04%
115,366
-4,462
412
$2.25M 0.04%
162,944
+19,912
413
$2.24M 0.04%
+27,685
414
$2.24M 0.04%
38,080
+15,906
415
$2.24M 0.04%
50,467
+1,849
416
$2.23M 0.04%
122,620
-6,385
417
$2.23M 0.04%
49,732
+36
418
$2.19M 0.04%
45,337
+2,730
419
$2.19M 0.04%
34,960
+18,952
420
$2.19M 0.04%
164,813
+23,479
421
$2.18M 0.04%
35,319
-2,225
422
$2.18M 0.04%
+93,927
423
$2.17M 0.04%
130,765
-195,876
424
$2.17M 0.04%
88,122
-5,102
425
$2.17M 0.04%
15,700
+12,000
15 16
17
18 19