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
701
$1.06M 0.02%
32,833
+28,266
702
$1.05M 0.02%
123,015
+4,824
703
$1.05M 0.02%
35,710
+764
704
$1.05M 0.02%
68,783
-7,681
705
$1.05M 0.02%
17,603
+153
706
$1.04M 0.02%
20,267
+4,144
707
$1.04M 0.02%
17,381
+840
708
$1.03M 0.02%
48,116
+4,516
709
$1.03M 0.02%
78,744
-643
710
$1.03M 0.02%
38,228
-336
711
$1.03M 0.02%
20,590
+2,827
712
$1.03M 0.02%
24,517
+841
713
$1.03M 0.02%
25,489
+2,678
714
$1.03M 0.02%
16,779
-295
715
$1.02M 0.02%
49,127
+9,449
716
$1.01M 0.02%
35,259
+5,007
717
$1.01M 0.02%
15,680
-4,464
718
$1.01M 0.02%
14,648
+4,108
719
$1M 0.02%
42,086
+17,024
720
$1M 0.02%
+15,137
721
$1M 0.02%
92,469
-250
722
$1M 0.02%
16,004
+824
723
$999K 0.02%
104,924
+13,672
724
$999K 0.02%
9,730
+2,135
725
$997K 0.02%
43,314
+4,795
27 28
29
30 31