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
826
$806K 0.01%
6,784
-993
827
$805K 0.01%
39,191
+37
828
$802K 0.01%
38,751
-1,848
829
$801K 0.01%
20,458
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830
$801K 0.01%
29,405
+15,621
831
$800K 0.01%
25,234
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832
$798K 0.01%
23,254
+1,938
833
$798K 0.01%
57,885
-7,715
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$797K 0.01%
19,095
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835
$797K 0.01%
17,598
+7,904
836
$796K 0.01%
27,280
+9,531
837
$792K 0.01%
16,782
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838
$791K 0.01%
10,810
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839
$791K 0.01%
26,640
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840
$791K 0.01%
25,781
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841
$789K 0.01%
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842
$788K 0.01%
26,629
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843
$788K 0.01%
18,808
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844
$787K 0.01%
5,641
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845
$786K 0.01%
63,662
+21,712
846
$785K 0.01%
6,223
+1,392
847
$784K 0.01%
22,645
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848
$782K 0.01%
11,960
-3,922
849
$779K 0.01%
58,206
+7,398
850
$779K 0.01%
31,796
-64,251
32 33
34
35 36