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
951
$641K 0.01%
6,993
+385
952
$639K 0.01%
23,180
-3,037
953
$639K 0.01%
39,217
-2,091
954
$635K 0.01%
15,841
-51,981
955
$633K 0.01%
9,845
-1,085
956
$632K 0.01%
1,054
957
$630K 0.01%
15,800
958
$630K 0.01%
12,532
+4,447
959
$630K 0.01%
13,233
-76,459
960
$630K 0.01%
16,153
+7,397
961
$626K 0.01%
30,357
+2,442
962
$626K 0.01%
19,993
+7,679
963
$621K 0.01%
12,494
-3,878
964
$621K 0.01%
8,506
+3,409
965
$618K 0.01%
21,820
-2,070
966
$616K 0.01%
10,424
-72
967
$613K 0.01%
12,221
+3,247
968
$611K 0.01%
6,292
+850
969
$610K 0.01%
30,749
-3,826
970
$610K 0.01%
11,042
-477
971
$609K 0.01%
16,542
+1,038
972
$609K 0.01%
22,538
-2,875
973
$607K 0.01%
6,346
+205
974
$607K 0.01%
24,968
+3,835
975
$605K 0.01%
11,697
+3,331
37 38
39
40 41