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
901
$701K 0.01%
24,875
-17,759
902
$699K 0.01%
29,219
+11,561
903
$699K 0.01%
45,350
+2,250
904
$699K 0.01%
26,567
-2,143
905
$698K 0.01%
25,366
+6,283
906
$698K 0.01%
14,109
+1,920
907
$698K 0.01%
22,135
-3,144
908
$698K 0.01%
14,671
-1,980
909
$692K 0.01%
3,972
+282
910
$691K 0.01%
10,165
-8
911
$691K 0.01%
10,996
912
$690K 0.01%
10,627
+774
913
$689K 0.01%
30,095
+19,650
914
$687K 0.01%
6,282
-18
915
$686K 0.01%
69,911
+2,609
916
$685K 0.01%
47,846
-84,313
917
$685K 0.01%
12,844
+532
918
$684K 0.01%
27,493
-21,003
919
$683K 0.01%
23,488
-196,869
920
$681K 0.01%
35,628
-3,352
921
$680K 0.01%
26,934
+2,091
922
$680K 0.01%
21,510
+1,267
923
$679K 0.01%
20,380
+10,169
924
$679K 0.01%
10,574
-2,014
925
$675K 0.01%
26,548
+16,691
35 36
37
38 39