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
651
$1.2M 0.02%
55,657
+10,928
652
$1.2M 0.02%
103,945
-15,019
653
$1.2M 0.02%
+11,558
654
$1.19M 0.02%
75,509
+3,815
655
$1.19M 0.02%
10,814
+3,898
656
$1.19M 0.02%
16,284
+602
657
$1.19M 0.02%
84,514
+26,991
658
$1.19M 0.02%
95,521
+42,008
659
$1.18M 0.02%
42,243
+2,820
660
$1.18M 0.02%
18,730
+373
661
$1.18M 0.02%
58,840
-5,868
662
$1.18M 0.02%
38,452
+14,173
663
$1.18M 0.02%
18,384
-702
664
$1.17M 0.02%
77,134
+8,158
665
$1.17M 0.02%
22,570
+2,800
666
$1.16M 0.02%
22,992
-39
667
$1.16M 0.02%
36,522
-55,922
668
$1.16M 0.02%
14,001
-92
669
$1.15M 0.02%
39,026
+29,084
670
$1.15M 0.02%
40,300
+17,504
671
$1.15M 0.02%
25,394
+2,201
672
$1.15M 0.02%
59,461
+2,596
673
$1.14M 0.02%
7,389
-890
674
$1.14M 0.02%
42,448
+4,508
675
$1.14M 0.02%
22,904
+2,182
25 26
27
28 29