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
501
$1.69M 0.03%
53,816
-57,522
502
$1.68M 0.03%
+72,127
503
$1.68M 0.03%
110,453
+2,129
504
$1.67M 0.03%
29,975
+14,629
505
$1.67M 0.03%
29,693
-414
506
$1.66M 0.03%
34,340
-58
507
$1.66M 0.03%
18,182
+11,227
508
$1.65M 0.03%
44,792
+2,848
509
$1.65M 0.03%
36,318
+164
510
$1.64M 0.03%
+18,445
511
$1.64M 0.03%
+79,099
512
$1.64M 0.03%
66,736
-189
513
$1.64M 0.03%
82,670
+1,925
514
$1.64M 0.03%
10,670
+437
515
$1.64M 0.03%
29,546
-17,681
516
$1.64M 0.03%
160,295
+2,179
517
$1.63M 0.03%
17,697
-652
518
$1.63M 0.03%
37,861
-143,029
519
$1.63M 0.03%
43,295
+1,947
520
$1.62M 0.03%
93,783
+289
521
$1.61M 0.03%
94,859
+6,605
522
$1.61M 0.03%
12,204
-85
523
$1.61M 0.03%
27,272
+2,580
524
$1.61M 0.03%
43,979
+10,292
525
$1.59M 0.03%
56,544
+1,168
19 20
21
22 23