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
876
$736K 0.01%
+9,710
877
$736K 0.01%
56,709
-492
878
$736K 0.01%
60,146
-2,313
879
$734K 0.01%
41,401
-1,693
880
$734K 0.01%
6,101
+736
881
$734K 0.01%
14,944
-180
882
$732K 0.01%
3,466
-19,295
883
$732K 0.01%
47,043
-1,266
884
$726K 0.01%
36,724
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885
$726K 0.01%
27,575
+2,620
886
$725K 0.01%
17,234
+656
887
$724K 0.01%
48,615
+9,843
888
$724K 0.01%
8,654
+1,853
889
$722K 0.01%
49,149
+3,016
890
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32,118
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891
$718K 0.01%
9,014
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892
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17,002
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893
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23,275
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894
$711K 0.01%
8,488
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895
$710K 0.01%
11,721
+7,750
896
$710K 0.01%
257,358
+224,524
897
$708K 0.01%
8,252
+634
898
$705K 0.01%
6,860
-61
899
$704K 0.01%
15,496
+3,282
900
$703K 0.01%
125,719
+36,173
34 35
36
37 38