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
801
$858K 0.01%
66,569
+10,496
802
$858K 0.01%
19,077
+1,328
803
$853K 0.01%
37,685
-20,254
804
$849K 0.01%
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805
$847K 0.01%
13,581
+4,878
806
$847K 0.01%
47,628
-4,235
807
$844K 0.01%
38,220
808
$842K 0.01%
59,652
-1,181
809
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8,942
-2,305
810
$841K 0.01%
26,730
+1,561
811
$838K 0.01%
10,305
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812
$836K 0.01%
13,817
+2,425
813
$834K 0.01%
21,472
-7,167
814
$833K 0.01%
14,752
+6,655
815
$830K 0.01%
29,590
816
$825K 0.01%
15,288
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817
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22,021
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818
$821K 0.01%
31,525
-2,845
819
$820K 0.01%
29,578
+3,032
820
$816K 0.01%
7,666
+1,094
821
$814K 0.01%
14,058
+271
822
$812K 0.01%
15,869
+7,264
823
$811K 0.01%
19,868
-129
824
$808K 0.01%
12,762
+1,376
825
$807K 0.01%
10,783
+326
31 32
33
34 35