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
1026
$544K 0.01%
458
-34
1027
$541K 0.01%
40,793
+3,926
1028
$539K 0.01%
9,260
+2,304
1029
$538K 0.01%
9,074
+751
1030
$537K 0.01%
28,620
+1,062
1031
$536K 0.01%
+4,737
1032
$536K 0.01%
12,317
+5,416
1033
$535K 0.01%
43,599
+30,523
1034
$535K 0.01%
2,300
+955
1035
$534K 0.01%
23,858
-4,319
1036
$532K 0.01%
11,389
-2,221
1037
$532K 0.01%
19,425
-3,074
1038
$532K 0.01%
40,566
-96,307
1039
$531K 0.01%
14,077
+159
1040
$530K 0.01%
9,685
-120
1041
$529K 0.01%
2,560
-366
1042
$523K 0.01%
87,210
+12,117
1043
$522K 0.01%
8,717
+109
1044
$522K 0.01%
10,898
+548
1045
$522K 0.01%
11,646
+1,884
1046
$522K 0.01%
+52,611
1047
$521K 0.01%
17,747
-6,236
1048
$520K 0.01%
845
+450
1049
$518K 0.01%
6,311
-843
1050
$517K 0.01%
+36,554
40 41
42
43 44