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
1101
$482K 0.01%
12,351
-3,156
1102
$482K 0.01%
16,524
+968
1103
$481K 0.01%
3,995
+270
1104
$480K 0.01%
+60,706
1105
$480K 0.01%
12,144
+2,312
1106
$477K 0.01%
4,981
-38
1107
$477K 0.01%
29,810
-3,140
1108
$477K 0.01%
5,209
+1,351
1109
$476K 0.01%
17,358
-7,606
1110
$469K 0.01%
11,540
-933
1111
$468K 0.01%
7,709
-1,444
1112
$467K 0.01%
32,283
+7,745
1113
$467K 0.01%
9,223
-1,928
1114
$467K 0.01%
28,197
-44,637
1115
$461K 0.01%
22,118
+1,430
1116
$460K 0.01%
10,117
+1,494
1117
$459K 0.01%
12,053
-1,218
1118
$459K 0.01%
11,940
-324
1119
$458K 0.01%
+27,595
1120
$456K 0.01%
13,850
+68
1121
$455K 0.01%
4,891
+901
1122
$454K 0.01%
37,120
+2,000
1123
$452K 0.01%
10,352
+768
1124
$451K 0.01%
10,909
+47
1125
$451K 0.01%
5,416
-352
43 44
45
46 47