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
926
$674K 0.01%
9,848
-6,384
927
$674K 0.01%
11,092
+2,143
928
$673K 0.01%
84,611
+8,576
929
$672K 0.01%
18,960
+896
930
$672K 0.01%
10,125
+1,942
931
$671K 0.01%
7,473
+78
932
$671K 0.01%
99,021
-844
933
$670K 0.01%
41,035
-3,780
934
$667K 0.01%
118,368
+13,136
935
$665K 0.01%
13,304
+3,244
936
$664K 0.01%
6,770
-1,669
937
$663K 0.01%
19,167
+434
938
$662K 0.01%
+29,362
939
$659K 0.01%
7,400
-3,206
940
$658K 0.01%
13,074
-255
941
$655K 0.01%
32,660
-1,800
942
$655K 0.01%
9,437
-918
943
$654K 0.01%
33,797
+5,338
944
$654K 0.01%
6,146
-1,496
945
$649K 0.01%
88,904
-18,885
946
$645K 0.01%
8,725
-423
947
$644K 0.01%
42,181
-21,688
948
$643K 0.01%
13,375
-1,803
949
$642K 0.01%
19,492
+431
950
$641K 0.01%
12,546
+3,674
36 37
38
39 40