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
1126
$449K 0.01%
28,128
-60,108
1127
$449K 0.01%
35,211
+5,752
1128
$449K 0.01%
4,705
+796
1129
$447K 0.01%
10,465
+2,057
1130
$447K 0.01%
2,693
-67
1131
$447K 0.01%
7,080
+725
1132
$447K 0.01%
5,590
-858
1133
$447K 0.01%
25,130
+1,705
1134
$444K 0.01%
8,121
+92
1135
$444K 0.01%
15,677
-2,425
1136
$444K 0.01%
18,189
-1,648
1137
$442K 0.01%
60,203
-36,180
1138
$441K 0.01%
10,035
+127
1139
$439K 0.01%
5,817
+677
1140
$438K 0.01%
22,716
+5,141
1141
$438K 0.01%
33,633
+1,261
1142
$438K 0.01%
8,726
+442
1143
$436K 0.01%
34,420
-1,485
1144
$436K 0.01%
33,194
+21,986
1145
$436K 0.01%
6,644
+1,322
1146
$436K 0.01%
7,993
-1,213
1147
$433K 0.01%
44,083
+30,221
1148
$433K 0.01%
14,175
+1,043
1149
$433K 0.01%
+14,088
1150
$433K 0.01%
5,961
+365
44 45
46
47 48