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
476
$1.78M 0.03%
35,435
+9,200
477
$1.78M 0.03%
30,814
-162
478
$1.77M 0.03%
58,476
+15,284
479
$1.77M 0.03%
14,923
-3,719
480
$1.77M 0.03%
25,932
+571
481
$1.76M 0.03%
20,702
-6,073
482
$1.76M 0.03%
44,528
+2,940
483
$1.76M 0.03%
14,447
+1,144
484
$1.75M 0.03%
107,009
+1,495
485
$1.75M 0.03%
41,618
+5,330
486
$1.75M 0.03%
35,646
+17,427
487
$1.74M 0.03%
34,177
+13,844
488
$1.73M 0.03%
134,980
+24,620
489
$1.73M 0.03%
15,277
+292
490
$1.72M 0.03%
17,780
-8,192
491
$1.72M 0.03%
115,158
-2,006
492
$1.72M 0.03%
113,257
+10,313
493
$1.72M 0.03%
29,180
-685
494
$1.71M 0.03%
13,845
+2,126
495
$1.71M 0.03%
63,630
+19,302
496
$1.7M 0.03%
71,875
+12,755
497
$1.7M 0.03%
84,656
+5,092
498
$1.69M 0.03%
35,353
-592
499
$1.69M 0.03%
35,206
+7,825
500
$1.69M 0.03%
66,785
-92,900
18 19
20
21 22