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
726
$997K 0.02%
80,218
+951
727
$997K 0.02%
28,233
-2,430
728
$995K 0.02%
12,311
-24,679
729
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730
$991K 0.02%
14,142
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731
$989K 0.02%
30,825
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732
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21,302
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733
$986K 0.02%
30,426
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734
$983K 0.02%
49,469
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735
$975K 0.02%
12,101
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736
$974K 0.02%
39,250
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737
$971K 0.02%
38,400
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738
$971K 0.02%
26,712
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739
$971K 0.02%
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11,211
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30,767
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744
$962K 0.02%
46,147
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745
$958K 0.02%
37,719
+3,639
746
$953K 0.02%
37,770
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747
$950K 0.02%
1,521
748
$950K 0.02%
34,983
-21,306
749
$949K 0.02%
28,493
-890
750
$948K 0.02%
31,148
-31,072
28 29
30
31 32