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
1226
$376K 0.01%
15,290
-207
1227
$375K 0.01%
2,431
-35
1228
$374K 0.01%
9,384
+2,638
1229
$373K 0.01%
+7,456
1230
$373K 0.01%
+5,402
1231
$372K 0.01%
66,385
+11,909
1232
$372K 0.01%
35,727
-7,390
1233
$372K 0.01%
3,540
+13
1234
$372K 0.01%
14,656
+80
1235
$372K 0.01%
5,238
+1,261
1236
$372K 0.01%
13,830
+3,114
1237
$371K 0.01%
23,880
+275
1238
$371K 0.01%
51,144
+733
1239
$371K 0.01%
+6,454
1240
$371K 0.01%
4,576
-156
1241
$371K 0.01%
4,058
-179
1242
$370K 0.01%
16,207
+541
1243
$370K 0.01%
5,476
+387
1244
$370K 0.01%
27,116
+12,084
1245
$369K 0.01%
1,128
-422
1246
$367K 0.01%
12,417
-666
1247
$367K 0.01%
30,537
+3,379
1248
$366K 0.01%
11,927
-700
1249
$365K 0.01%
14,887
+410
1250
$364K 0.01%
+12,227
48 49
50
51 52