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
76
$15.8M 0.27%
128,474
+15,388
77
$15.7M 0.27%
176,360
+9,936
78
$15.5M 0.26%
105,539
+386
79
$15.2M 0.26%
282,080
+13,386
80
$14.7M 0.25%
130,029
+8,010
81
$14.6M 0.25%
405,183
+10,877
82
$14.5M 0.25%
102,966
-824
83
$14.4M 0.25%
163,556
+8,321
84
$14.4M 0.25%
596,051
-16,655
85
$13.7M 0.23%
184,558
+42,584
86
$13.6M 0.23%
177,762
+4,894
87
$13.5M 0.23%
153,887
+14,442
88
$13.4M 0.23%
519,252
-64,376
89
$13.3M 0.23%
112,934
-19,349
90
$13.3M 0.23%
561,108
+144,442
91
$13.1M 0.22%
1,128,166
+104,104
92
$13.1M 0.22%
307,681
+784
93
$13M 0.22%
191,678
+57,423
94
$12.8M 0.22%
147,841
+20,502
95
$12.7M 0.22%
97,648
-360
96
$12.6M 0.21%
217,686
+7,243
97
$12.2M 0.21%
506,475
+33,039
98
$12.1M 0.21%
233,500
+6,196
99
$12.1M 0.21%
198,800
-6,085
100
$12M 0.21%
296,352
-14,332
2 3
4
5 6