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
1076
$498K 0.01%
25,528
-3,380
1077
$497K 0.01%
10,326
-26
1078
$497K 0.01%
+17,213
1079
$496K 0.01%
23,332
-1,250
1080
$495K 0.01%
29,371
-5,352
1081
$494K 0.01%
19,300
+6,663
1082
$494K 0.01%
71,626
+540
1083
$493K 0.01%
3,364
+106
1084
$493K 0.01%
5,916
+486
1085
$492K 0.01%
7,414
+62
1086
$492K 0.01%
60,460
+74
1087
$492K 0.01%
3,180
+67
1088
$492K 0.01%
11,640
+6,840
1089
$492K 0.01%
37,238
-1,149
1090
$490K 0.01%
28,233
+138
1091
$488K 0.01%
4,110
+49
1092
$488K 0.01%
49,767
+6,825
1093
$486K 0.01%
12,273
+1,344
1094
$486K 0.01%
25,596
+2,700
1095
$485K 0.01%
15,597
+1,837
1096
$485K 0.01%
13,441
-1,054
1097
$484K 0.01%
9,160
+689
1098
$484K 0.01%
+14,202
1099
$484K 0.01%
17,630
-4,083
1100
$483K 0.01%
31,600
+600
42 43
44
45 46