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
1176
$410K 0.01%
10,651
-1,096
1177
$410K 0.01%
3,399
-4,777
1178
$409K 0.01%
8,157
-30
1179
$406K 0.01%
+16,551
1180
$406K 0.01%
18,022
-2,190
1181
$405K 0.01%
+1,748
1182
$405K 0.01%
5,088
+168
1183
$404K 0.01%
12,086
+1,068
1184
$403K 0.01%
13,162
+1,434
1185
$403K 0.01%
6,379
-228
1186
$402K 0.01%
11,823
+2,892
1187
$402K 0.01%
+40,128
1188
$401K 0.01%
79,622
-71,254
1189
$401K 0.01%
21,608
+5,828
1190
$400K 0.01%
17,372
+3,885
1191
$400K 0.01%
7,418
1192
$400K 0.01%
15,880
+2,068
1193
$400K 0.01%
22,942
-895
1194
$399K 0.01%
8,088
+493
1195
$399K 0.01%
15,756
+4,776
1196
$398K 0.01%
11,046
-232
1197
$397K 0.01%
+5,913
1198
$397K 0.01%
15,663
-756
1199
$396K 0.01%
7,132
+1,915
1200
$395K 0.01%
25,259
+332
46 47
48
49 50