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
26
$36.1M 0.62%
400,399
+48,058
27
$35.9M 0.61%
1,493,381
+107,254
28
$35.7M 0.61%
1,041,130
+242,345
29
$31.7M 0.54%
383,276
+115,555
30
$30.1M 0.51%
388,016
+31,587
31
$29.7M 0.51%
451,195
+24,395
32
$28.9M 0.49%
261,666
-14,072
33
$28.8M 0.49%
462,309
+7,612
34
$28.7M 0.49%
316,299
+22,519
35
$28.7M 0.49%
401,695
-13
36
$28.5M 0.49%
213,920
-6,241
37
$28.2M 0.48%
578,045
+43,567
38
$27.4M 0.47%
396,813
-124,081
39
$27.1M 0.46%
834,092
+52,533
40
$25.8M 0.44%
227,494
+16,992
41
$25.5M 0.43%
329,364
+3,165
42
$25.4M 0.43%
209,139
+5,917
43
$25M 0.43%
574,764
-21,861
44
$23.9M 0.41%
76,584
+14,284
45
$23.8M 0.41%
482,129
-97,279
46
$23.2M 0.4%
215,836
+8,690
47
$21.9M 0.37%
559,701
+6,906
48
$21.7M 0.37%
238,505
+41,012
49
$21.7M 0.37%
130,452
+17,118
50
$21.3M 0.36%
1,337,070
-39,886
1
2
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