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
576
$1.45M 0.02%
+25,026
577
$1.45M 0.02%
1,167
-834
578
$1.44M 0.02%
39,730
+6,754
579
$1.44M 0.02%
+30,105
580
$1.44M 0.02%
53,746
+44,110
581
$1.44M 0.02%
+8,610
582
$1.44M 0.02%
80,025
+3,900
583
$1.44M 0.02%
34,342
+10,317
584
$1.43M 0.02%
33,279
+11,760
585
$1.42M 0.02%
22,828
-184
586
$1.42M 0.02%
18,094
-1,048
587
$1.41M 0.02%
12,238
+1,974
588
$1.41M 0.02%
66,218
+1,130
589
$1.4M 0.02%
11,392
-3,772
590
$1.4M 0.02%
43,329
+57
591
$1.4M 0.02%
156,650
-10,300
592
$1.39M 0.02%
58,425
+12,583
593
$1.39M 0.02%
13,191
+3,083
594
$1.38M 0.02%
+17,183
595
$1.38M 0.02%
100,945
+21,613
596
$1.38M 0.02%
33,935
-29,934
597
$1.38M 0.02%
64,308
+4,239
598
$1.37M 0.02%
40,890
+561
599
$1.37M 0.02%
62,540
+10,700
600
$1.37M 0.02%
109,875
-3,890
22 23
24
25 26