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
1401
$292K 0.01%
+1,273
1402
$292K 0.01%
6,061
+9
1403
$291K 0.01%
19,535
-9,219
1404
$291K 0.01%
72,834
-6,250
1405
$291K 0.01%
+11,194
1406
$291K 0.01%
+7,558
1407
$290K 0.01%
7,554
+64
1408
$290K 0.01%
11,086
+208
1409
$289K ﹤0.01%
+6,332
1410
$289K ﹤0.01%
40,431
1411
$289K ﹤0.01%
4,467
+614
1412
$287K ﹤0.01%
376
-1
1413
$286K ﹤0.01%
5,579
-73
1414
$285K ﹤0.01%
6,473
-2,175
1415
$285K ﹤0.01%
2,919
-2,206
1416
$285K ﹤0.01%
+4,420
1417
$284K ﹤0.01%
+34,826
1418
$284K ﹤0.01%
15,311
+419
1419
$284K ﹤0.01%
22,416
+9
1420
$284K ﹤0.01%
+10,328
1421
$283K ﹤0.01%
37,925
-5,286
1422
$283K ﹤0.01%
11,724
+3,743
1423
$283K ﹤0.01%
30
-74
1424
$283K ﹤0.01%
21,697
+164
1425
$283K ﹤0.01%
21,224
55 56
57
58 59