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
1001
$568K 0.01%
46,232
-6,241
1002
$567K 0.01%
8,300
-146
1003
$565K 0.01%
68,852
+18,488
1004
$565K 0.01%
24,476
+13,543
1005
$564K 0.01%
20,342
+600
1006
$563K 0.01%
+5,468
1007
$561K 0.01%
4,671
-32
1008
$561K 0.01%
3,744
+982
1009
$559K 0.01%
37,095
-5,415
1010
$559K 0.01%
+4,356
1011
$558K 0.01%
44,369
+5,369
1012
$558K 0.01%
+9,592
1013
$558K 0.01%
4,869
-889
1014
$557K 0.01%
27,357
+10,972
1015
$556K 0.01%
+19,993
1016
$556K 0.01%
24,615
+1,502
1017
$553K 0.01%
7,047
-476
1018
$551K 0.01%
26,911
+490
1019
$550K 0.01%
+21,543
1020
$549K 0.01%
18,650
+1,559
1021
$549K 0.01%
563
+39
1022
$548K 0.01%
11,089
+40
1023
$547K 0.01%
25,282
-1,613
1024
$546K 0.01%
3,409
-1,013
1025
$544K 0.01%
39,051
+4,365
39 40
41
42 43