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
1251
$364K 0.01%
6,118
+1,664
1252
$364K 0.01%
8,718
+378
1253
$363K 0.01%
5,918
-3,288
1254
$362K 0.01%
5,434
-234
1255
$362K 0.01%
71,399
-7,729
1256
$362K 0.01%
12,937
+2,122
1257
$362K 0.01%
11,271
-731
1258
$361K 0.01%
25,819
+950
1259
$361K 0.01%
23,365
+3,263
1260
$360K 0.01%
26,660
-2,844
1261
$359K 0.01%
2,510
+107
1262
$358K 0.01%
15,415
+3,300
1263
$357K 0.01%
17,116
-736
1264
$357K 0.01%
+18,132
1265
$356K 0.01%
5,345
-38
1266
$356K 0.01%
+8,167
1267
$356K 0.01%
28,557
+111
1268
$355K 0.01%
+10,508
1269
$355K 0.01%
6,931
-7,874
1270
$354K 0.01%
8,724
+1,271
1271
$354K 0.01%
4,750
-149
1272
$354K 0.01%
7,544
+829
1273
$354K 0.01%
57,179
+6,878
1274
$353K 0.01%
+14,951
1275
$353K 0.01%
14,625
-1,420
49 50
51
52 53