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
976
$604K 0.01%
28,860
+3,081
977
$603K 0.01%
8,953
-3,067
978
$603K 0.01%
12,515
-576
979
$603K 0.01%
35,297
+990
980
$600K 0.01%
68,287
+13,606
981
$600K 0.01%
+26,345
982
$600K 0.01%
7,064
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983
$598K 0.01%
12,249
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984
$594K 0.01%
4,822
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985
$593K 0.01%
17,796
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986
$592K 0.01%
4,529
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987
$591K 0.01%
8,713
+1,564
988
$590K 0.01%
23,623
+11,604
989
$586K 0.01%
25,398
+4,680
990
$586K 0.01%
68,075
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$586K 0.01%
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992
$584K 0.01%
46,404
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993
$583K 0.01%
4,752
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994
$582K 0.01%
3,186
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995
$581K 0.01%
32,463
+5,382
996
$580K 0.01%
+28,546
997
$580K 0.01%
35,215
+12,738
998
$573K 0.01%
17,235
+3,750
999
$572K 0.01%
6,034
-1,291
1000
$570K 0.01%
13,573
+504
38 39
40
41 42