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
51
$20.9M 0.36%
316,669
+42,884
52
$20.9M 0.36%
539,964
-20,639
53
$20.9M 0.36%
175,659
+10,909
54
$19.8M 0.34%
247,929
+27,091
55
$19.4M 0.33%
347,786
+17,056
56
$19.3M 0.33%
168,087
-813
57
$19.2M 0.33%
177,741
+9,585
58
$19.1M 0.33%
167,984
-15,735
59
$18.7M 0.32%
391,257
+1,655
60
$18.7M 0.32%
613,772
-42,754
61
$18.4M 0.31%
132,164
+22,789
62
$18.4M 0.31%
192,674
-4,266
63
$18.3M 0.31%
465,338
-126,098
64
$18.2M 0.31%
150,433
+15,904
65
$18M 0.31%
548,748
+122,404
66
$18M 0.31%
165,975
-60,711
67
$17.8M 0.3%
430,320
+41,080
68
$17.6M 0.3%
85,172
+2,401
69
$17.2M 0.29%
406,760
+42,440
70
$17.1M 0.29%
149,481
+1,653
71
$17M 0.29%
194,067
+27,773
72
$16.7M 0.29%
493,556
+15,642
73
$16.3M 0.28%
560,169
+197,775
74
$16.2M 0.28%
145,139
+19,971
75
$16.1M 0.28%
100,794
+1,039
1 2
3
4 5