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
101
$11.6M 0.2%
177,460
+24,738
102
$11.4M 0.2%
106,448
+26,125
103
$11.4M 0.2%
139,180
+5,907
104
$11.4M 0.19%
152,809
-4,240
105
$11.2M 0.19%
110,114
+19,578
106
$10.7M 0.18%
208,354
+7,946
107
$10.6M 0.18%
75,553
+3,013
108
$10.4M 0.18%
149,358
-29,858
109
$10.3M 0.18%
356,968
-6,314
110
$10.3M 0.18%
687,782
+142,306
111
$9.98M 0.17%
3,664,240
+2,169,240
112
$9.96M 0.17%
89,942
+3,485
113
$9.89M 0.17%
233,805
+29,610
114
$9.84M 0.17%
197,743
+24,248
115
$9.82M 0.17%
174,657
+21,758
116
$9.74M 0.17%
70,659
-446
117
$9.73M 0.17%
617,034
-128,184
118
$9.71M 0.17%
228,636
-9,132
119
$9.68M 0.17%
138,469
-37,931
120
$9.63M 0.16%
215,829
+66,229
121
$9.55M 0.16%
79,838
+21,794
122
$9.48M 0.16%
639,711
+40,354
123
$9.42M 0.16%
274,182
-24,317
124
$9.4M 0.16%
73,368
+21,829
125
$9.31M 0.16%
159,470
-17,657
3 4
5
6 7