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
1326
$321K 0.01%
+3,871
1327
$321K 0.01%
36,574
+2,297
1328
$320K 0.01%
8,194
+196
1329
$320K 0.01%
+21,555
1330
$320K 0.01%
+238
1331
$319K 0.01%
2,630
-583
1332
$319K 0.01%
+22,788
1333
$318K 0.01%
+24,598
1334
$317K 0.01%
4,111
-27,195
1335
$317K 0.01%
5,753
-598
1336
$317K 0.01%
2,025
-83
1337
$317K 0.01%
23,644
+934
1338
$316K 0.01%
1,983
-154
1339
$316K 0.01%
1,715
+244
1340
$316K 0.01%
28,940
+634
1341
$316K 0.01%
21,961
+413
1342
$316K 0.01%
7,870
+4
1343
$316K 0.01%
+5,115
1344
$316K 0.01%
+9,197
1345
$315K 0.01%
+18,495
1346
$314K 0.01%
+6,600
1347
$314K 0.01%
+4,243
1348
$313K 0.01%
23,719
+494
1349
$312K 0.01%
10,466
+588
1350
$312K 0.01%
5,873
-387
52 53
54
55 56