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
1376
$303K 0.01%
7,528
-105,372
1377
$303K 0.01%
5,851
+287
1378
$302K 0.01%
4,805
-235
1379
$301K 0.01%
8,983
-1,155
1380
$301K 0.01%
8,861
+89
1381
$300K 0.01%
8,967
-1,380
1382
$300K 0.01%
69,534
+35,055
1383
$300K 0.01%
20,889
+3,741
1384
$300K 0.01%
25,539
+1,587
1385
$299K 0.01%
+2,552
1386
$299K 0.01%
6,938
+430
1387
$299K 0.01%
20,623
-12,951
1388
$299K 0.01%
+2,435
1389
$298K 0.01%
6,492
+1,463
1390
$298K 0.01%
19,682
+122
1391
$298K 0.01%
64,263
-4,610
1392
$297K 0.01%
+4,600
1393
$297K 0.01%
26,594
-758
1394
$295K 0.01%
4,979
-6,412
1395
$294K 0.01%
+6,432
1396
$294K 0.01%
+9,361
1397
$293K 0.01%
+6,640
1398
$293K 0.01%
7,724
-454
1399
$293K 0.01%
19,739
+975
1400
$292K 0.01%
8,717
-10,384
54 55
56
57 58