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
1151
$433K 0.01%
15,330
-2,711
1152
$431K 0.01%
14,063
-79,045
1153
$430K 0.01%
10,307
+4,597
1154
$430K 0.01%
+8,841
1155
$428K 0.01%
+1,453
1156
$426K 0.01%
31,950
+14,900
1157
$425K 0.01%
+7,877
1158
$424K 0.01%
+8,920
1159
$424K 0.01%
500
-46
1160
$423K 0.01%
9,444
-971
1161
$423K 0.01%
7,450
+1,230
1162
$422K 0.01%
4,470
+76
1163
$422K 0.01%
2,041
-392
1164
$421K 0.01%
7,133
+451
1165
$419K 0.01%
28,181
+13,463
1166
$419K 0.01%
23,311
+114
1167
$419K 0.01%
9,079
+4,059
1168
$419K 0.01%
12,078
+5,160
1169
$417K 0.01%
19,604
-3,020
1170
$415K 0.01%
8,109
-259
1171
$413K 0.01%
2,003
-2,473
1172
$413K 0.01%
11,103
-16,579
1173
$411K 0.01%
99,786
+14,980
1174
$411K 0.01%
10,028
+2,332
1175
$410K 0.01%
+27,494
45 46
47
48 49