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
601
$1.37M 0.02%
16,763
+6,809
602
$1.36M 0.02%
32,835
+5,014
603
$1.36M 0.02%
16,413
+1,489
604
$1.35M 0.02%
35,984
-36,159
605
$1.35M 0.02%
31,008
-2,856
606
$1.35M 0.02%
27,694
607
$1.34M 0.02%
25,269
+13
608
$1.34M 0.02%
19,560
-814
609
$1.33M 0.02%
13,927
-13,053
610
$1.33M 0.02%
65,936
+12,016
611
$1.33M 0.02%
40,364
+9,179
612
$1.33M 0.02%
43,218
-5,825
613
$1.33M 0.02%
51,802
-96,683
614
$1.32M 0.02%
42,783
+3,710
615
$1.32M 0.02%
22,539
+4,897
616
$1.32M 0.02%
145,601
+21,089
617
$1.32M 0.02%
52,733
+24,390
618
$1.32M 0.02%
29,176
-5,427
619
$1.32M 0.02%
59,550
-26,352
620
$1.31M 0.02%
40,794
+7,738
621
$1.31M 0.02%
+13,450
622
$1.31M 0.02%
40,699
+6,005
623
$1.31M 0.02%
37,652
-16,854
624
$1.29M 0.02%
24,372
+2,521
625
$1.28M 0.02%
+39,476
23 24
25
26 27