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
1201
$394K 0.01%
6,340
-2,123
1202
$393K 0.01%
26,393
+599
1203
$393K 0.01%
+6,313
1204
$393K 0.01%
10,499
-24
1205
$392K 0.01%
+9,282
1206
$392K 0.01%
16,769
+6,526
1207
$391K 0.01%
17,138
+5,256
1208
$390K 0.01%
30,276
+808
1209
$390K 0.01%
6,251
-5,095
1210
$388K 0.01%
90,925
+72,200
1211
$388K 0.01%
9,186
+1,030
1212
$388K 0.01%
5,209
-23,165
1213
$388K 0.01%
7,473
-1,341
1214
$385K 0.01%
9,945
+1,310
1215
$385K 0.01%
10,918
+3,559
1216
$385K 0.01%
16,047
-591
1217
$384K 0.01%
+32,541
1218
$382K 0.01%
844
-8
1219
$382K 0.01%
+36,344
1220
$380K 0.01%
21,348
-50
1221
$379K 0.01%
4,150
-28
1222
$379K 0.01%
6,961
-3,650
1223
$378K 0.01%
12,864
+1,572
1224
$377K 0.01%
+5,261
1225
$377K 0.01%
+19,363
47 48
49
50 51