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
1301
$336K 0.01%
11,342
+4,525
1302
$336K 0.01%
+2,349
1303
$335K 0.01%
6,721
-2,311
1304
$335K 0.01%
9,418
-22
1305
$335K 0.01%
+6,448
1306
$335K 0.01%
17,064
-2,850
1307
$332K 0.01%
7,902
+952
1308
$330K 0.01%
12,728
-15,435
1309
$330K 0.01%
28,608
+4,042
1310
$330K 0.01%
3,622
-479
1311
$330K 0.01%
11,339
+145
1312
$329K 0.01%
4,567
+454
1313
$328K 0.01%
+6,616
1314
$328K 0.01%
7,035
-1,764
1315
$326K 0.01%
5,609
1316
$325K 0.01%
18,236
1317
$325K 0.01%
3,763
-119
1318
$324K 0.01%
21,695
1319
$323K 0.01%
6,508
-17,002
1320
$323K 0.01%
11,039
+3,333
1321
$322K 0.01%
29,231
+2,224
1322
$322K 0.01%
11,744
+1,433
1323
$322K 0.01%
3,714
+639
1324
$322K 0.01%
46,362
-5,094
1325
$321K 0.01%
4,905
-414
51 52
53
54 55