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
776
$894K 0.02%
22,825
-55,855
777
$892K 0.02%
15,792
+12,138
778
$892K 0.02%
15,404
+400
779
$891K 0.02%
14,965
+298
780
$890K 0.02%
56,194
+37,787
781
$888K 0.02%
12,784
+6,049
782
$887K 0.02%
43,787
-2,897
783
$881K 0.02%
35,903
-142
784
$881K 0.02%
1,995
+906
785
$880K 0.02%
27,027
+14,806
786
$879K 0.02%
44,575
+2,142
787
$878K 0.02%
4,023
+295
788
$876K 0.02%
9,379
+1,573
789
$875K 0.01%
23,634
+7,861
790
$872K 0.01%
25,178
-5,718
791
$871K 0.01%
20,900
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792
$868K 0.01%
32,293
+10,454
793
$867K 0.01%
10,516
-11,186
794
$867K 0.01%
11,112
-148
795
$866K 0.01%
6,252
+34
796
$864K 0.01%
47,374
-36,019
797
$864K 0.01%
30,916
+5,841
798
$864K 0.01%
13,834
+590
799
$859K 0.01%
9,242
-5,913
800
$859K 0.01%
58,849
+36,136
30 31
32
33 34