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
751
$946K 0.02%
20,016
+774
752
$944K 0.02%
5,710
+152
753
$942K 0.02%
11,795
-35
754
$938K 0.02%
6,627
-3,250
755
$935K 0.02%
13,413
-1,524
756
$933K 0.02%
32,991
+5,416
757
$933K 0.02%
29,420
+1,019
758
$932K 0.02%
16,339
-729
759
$931K 0.02%
16,264
-171
760
$931K 0.02%
106,998
+1,796
761
$927K 0.02%
67,289
+3,043
762
$925K 0.02%
61,159
-2,256
763
$921K 0.02%
+34,867
764
$919K 0.02%
+11,415
765
$919K 0.02%
+48,893
766
$913K 0.02%
6,675
+1,727
767
$909K 0.02%
43,884
-6,972
768
$909K 0.02%
40,232
769
$908K 0.02%
26,048
+11,920
770
$904K 0.02%
55,304
+10,162
771
$903K 0.02%
46,593
+86
772
$903K 0.02%
14,671
+5,646
773
$901K 0.02%
13,149
+1,463
774
$900K 0.02%
316,984
+15,919
775
$897K 0.02%
16,531
+848
29 30
31
32 33