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
451
$1.93M 0.03%
20,878
+4,670
452
$1.92M 0.03%
21,582
-14,095
453
$1.92M 0.03%
82,437
+5,750
454
$1.92M 0.03%
133,361
-803
455
$1.91M 0.03%
130,941
-15,978
456
$1.9M 0.03%
20,745
-999
457
$1.9M 0.03%
49,281
-992
458
$1.9M 0.03%
32,632
+1,158
459
$1.9M 0.03%
11,233
+109
460
$1.89M 0.03%
100,571
+32,518
461
$1.88M 0.03%
69,955
+34,046
462
$1.87M 0.03%
89,052
+11,505
463
$1.86M 0.03%
43,179
+8,402
464
$1.86M 0.03%
55,856
+9,065
465
$1.86M 0.03%
14,878
-235
466
$1.85M 0.03%
39,358
+7,479
467
$1.85M 0.03%
27,116
-5,751
468
$1.84M 0.03%
62,001
+4,892
469
$1.84M 0.03%
17,277
+495
470
$1.84M 0.03%
56,037
+17,673
471
$1.83M 0.03%
26,959
+3,161
472
$1.83M 0.03%
74,167
-148
473
$1.82M 0.03%
65,156
+1,758
474
$1.82M 0.03%
150,270
+4,440
475
$1.8M 0.03%
61,650
+31,713
17 18
19
20 21