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
551
$1.53M 0.03%
65,334
-20,975
552
$1.53M 0.03%
30,700
+2,335
553
$1.53M 0.03%
29,387
-556
554
$1.53M 0.03%
27,668
+996
555
$1.52M 0.03%
27,610
+8,969
556
$1.52M 0.03%
35,406
+2,765
557
$1.51M 0.03%
50,826
-3,367
558
$1.51M 0.03%
40,925
-24,836
559
$1.5M 0.03%
27,216
+10,848
560
$1.49M 0.03%
5,460
+125
561
$1.49M 0.03%
32,478
-2,975
562
$1.49M 0.03%
25,818
+2,146
563
$1.49M 0.03%
+20,210
564
$1.49M 0.03%
110,921
-7,683
565
$1.48M 0.03%
33,693
+8,136
566
$1.48M 0.03%
85,226
-6,964
567
$1.48M 0.03%
34,971
-1,194
568
$1.47M 0.03%
24,602
+6,439
569
$1.47M 0.03%
17,217
-270
570
$1.46M 0.03%
85,350
+16,986
571
$1.46M 0.02%
+47,182
572
$1.46M 0.02%
26,797
+3,063
573
$1.46M 0.02%
42,814
+17,119
574
$1.45M 0.02%
23,490
+645
575
$1.45M 0.02%
8,466
-935
21 22
23
24 25