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
626
$1.27M 0.02%
+24,696
627
$1.27M 0.02%
42,366
+15,794
628
$1.26M 0.02%
12,201
+904
629
$1.26M 0.02%
24,518
+900
630
$1.26M 0.02%
15,019
+4,658
631
$1.26M 0.02%
39,757
-5,079
632
$1.25M 0.02%
16,876
-365
633
$1.25M 0.02%
68,367
-4,215
634
$1.25M 0.02%
12,802
+1,333
635
$1.25M 0.02%
18,335
+1,391
636
$1.24M 0.02%
82,963
+66,934
637
$1.24M 0.02%
92,724
+21,682
638
$1.23M 0.02%
23,415
+758
639
$1.23M 0.02%
20,914
+2,591
640
$1.22M 0.02%
+24,476
641
$1.22M 0.02%
37,756
+8,393
642
$1.22M 0.02%
35,633
+1,388
643
$1.22M 0.02%
10,285
+314
644
$1.21M 0.02%
83,569
-17,285
645
$1.21M 0.02%
13,947
+1,308
646
$1.2M 0.02%
12,288
-567
647
$1.2M 0.02%
14,569
-1,397
648
$1.2M 0.02%
41,611
+19,401
649
$1.2M 0.02%
210,149
+133,766
650
$1.2M 0.02%
+11,571
24 25
26
27 28