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
676
$1.13M 0.02%
14,231
+1,057
677
$1.12M 0.02%
16,782
+9,694
678
$1.12M 0.02%
20,102
+1,753
679
$1.12M 0.02%
27,378
+248
680
$1.12M 0.02%
81,233
-7,451
681
$1.12M 0.02%
14,725
+948
682
$1.11M 0.02%
69,998
-5,726
683
$1.11M 0.02%
83,003
-2,363
684
$1.1M 0.02%
83,587
+5,890
685
$1.1M 0.02%
57,411
-3,040
686
$1.09M 0.02%
87,286
+2,820
687
$1.09M 0.02%
54,113
-7,871
688
$1.09M 0.02%
11,432
+457
689
$1.08M 0.02%
143,010
+66,356
690
$1.08M 0.02%
96,565
-892
691
$1.08M 0.02%
10,839
+1,603
692
$1.08M 0.02%
85,678
+15,053
693
$1.08M 0.02%
2,781
+259
694
$1.08M 0.02%
+13,730
695
$1.07M 0.02%
72,205
+5,525
696
$1.07M 0.02%
31,858
+2,695
697
$1.07M 0.02%
12,282
+252
698
$1.07M 0.02%
15,545
+1,147
699
$1.06M 0.02%
6,842
-109
700
$1.06M 0.02%
37,428
-22,156
26 27
28
29 30