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
426
$2.16M 0.04%
130,865
427
$2.15M 0.04%
48,190
-1,358
428
$2.14M 0.04%
33,938
-4,144
429
$2.13M 0.04%
41,040
+818
430
$2.1M 0.04%
29,133
+2,046
431
$2.1M 0.04%
57,500
+500
432
$2.1M 0.04%
291,294
+13,770
433
$2.1M 0.04%
48,402
-3,816
434
$2.08M 0.04%
144,410
-14,500
435
$2.07M 0.04%
15,597
+1,561
436
$2.07M 0.04%
156,204
-9,562
437
$2.06M 0.04%
39,235
+6,011
438
$2.05M 0.04%
59,090
-1,442
439
$2.04M 0.03%
86,768
+10,621
440
$2.04M 0.03%
99,695
+11,160
441
$2.04M 0.03%
38,915
+5,343
442
$2.03M 0.03%
48,282
-33,882
443
$2.02M 0.03%
31,933
+2,623
444
$2.01M 0.03%
43,330
+33,201
445
$2M 0.03%
64,798
+5,042
446
$1.98M 0.03%
52,033
+14,113
447
$1.98M 0.03%
42,823
-15,923
448
$1.97M 0.03%
26,361
+9,526
449
$1.93M 0.03%
54,844
-653
450
$1.93M 0.03%
36,630
+5,619
16 17
18
19 20