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
526
$1.59M 0.03%
22,974
+724
527
$1.59M 0.03%
63,435
+40,699
528
$1.58M 0.03%
123,124
-67,344
529
$1.58M 0.03%
80,755
+27,889
530
$1.58M 0.03%
11,963
+2,943
531
$1.58M 0.03%
34,809
+26,861
532
$1.58M 0.03%
31,373
+9,062
533
$1.58M 0.03%
95,562
+37,407
534
$1.58M 0.03%
+25
535
$1.58M 0.03%
97,240
+29,798
536
$1.57M 0.03%
31,514
-102
537
$1.57M 0.03%
21,738
+940
538
$1.56M 0.03%
+18,077
539
$1.56M 0.03%
33,735
-12,171
540
$1.56M 0.03%
5,974
-687
541
$1.56M 0.03%
29,588
+6,136
542
$1.56M 0.03%
32,433
+441
543
$1.56M 0.03%
10,136
+1,102
544
$1.56M 0.03%
68,936
-160,248
545
$1.56M 0.03%
26,126
+1,301
546
$1.55M 0.03%
6,758
+15
547
$1.55M 0.03%
15,441
+913
548
$1.54M 0.03%
+34,801
549
$1.54M 0.03%
52,044
+17,459
550
$1.53M 0.03%
18,395
-2,810
20 21
22
23 24