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
1351
$311K 0.01%
6,135
-2,779
1352
$311K 0.01%
+7,558
1353
$311K 0.01%
16,472
-1,824
1354
$310K 0.01%
2,761
-939
1355
$310K 0.01%
18,906
+2,192
1356
$309K 0.01%
6,152
+780
1357
$309K 0.01%
21,246
-1,497
1358
$309K 0.01%
+22,209
1359
$309K 0.01%
3,469
+162
1360
$308K 0.01%
3,030
+477
1361
$308K 0.01%
9,946
+3,265
1362
$308K 0.01%
19,059
+157
1363
$307K 0.01%
+5,583
1364
$307K 0.01%
9,683
-20,051
1365
$307K 0.01%
11,873
-670
1366
$306K 0.01%
6,804
-2,759
1367
$306K 0.01%
+9,569
1368
$306K 0.01%
+72,133
1369
$306K 0.01%
6,753
+1,135
1370
$305K 0.01%
2,768
-1,580
1371
$305K 0.01%
4,311
+180
1372
$305K 0.01%
12,146
-3,056
1373
$304K 0.01%
10,773
+3
1374
$304K 0.01%
13,431
+1,596
1375
$304K 0.01%
11,792
-4,421
53 54
55
56 57