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
1051
$516K 0.01%
6,428
-204
1052
$515K 0.01%
182
+13
1053
$513K 0.01%
+46,538
1054
$513K 0.01%
8,664
+478
1055
$512K 0.01%
14,474
-1,500
1056
$512K 0.01%
21,761
+5,870
1057
$511K 0.01%
5,708
+296
1058
$511K 0.01%
9,624
-1,880
1059
$511K 0.01%
7,906
+348
1060
$510K 0.01%
2,967
+512
1061
$509K 0.01%
30,095
+1
1062
$508K 0.01%
7,415
+1,438
1063
$508K 0.01%
5,334
-251
1064
$507K 0.01%
15,324
-124
1065
$507K 0.01%
18,982
+350
1066
$506K 0.01%
22,752
+4,167
1067
$506K 0.01%
30,636
+454
1068
$506K 0.01%
4,558
-210
1069
$506K 0.01%
18,156
-1,494
1070
$505K 0.01%
12,358
-1,204
1071
$503K 0.01%
18,566
+1,715
1072
$503K 0.01%
14,458
+1,962
1073
$503K 0.01%
5,457
+2,905
1074
$498K 0.01%
11,588
-1,565
1075
$498K 0.01%
+52,251
41 42
43
44 45