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
851
$778K 0.01%
32,741
+5,645
852
$778K 0.01%
59,919
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853
$776K 0.01%
14,037
+1,266
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$774K 0.01%
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-31
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12,909
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856
$772K 0.01%
22,035
-886
857
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13,055
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858
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90,193
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859
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22,672
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860
$766K 0.01%
27,013
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861
$761K 0.01%
64,409
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862
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26,261
-9,160
863
$756K 0.01%
16,229
-1,063
864
$753K 0.01%
64,450
+9,500
865
$751K 0.01%
22,621
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18,814
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867
$749K 0.01%
6,317
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$748K 0.01%
15,963
-1,917
869
$745K 0.01%
4,000
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870
$744K 0.01%
39,751
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871
$739K 0.01%
73,190
+21,929
872
$737K 0.01%
37,426
+8,198
873
$737K 0.01%
+28,278
874
$737K 0.01%
158,075
-1,500
875
$737K 0.01%
132,007
-24,864
33 34
35
36 37