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
1451
$272K ﹤0.01%
18,835
+595
1452
$271K ﹤0.01%
17,247
+4,310
1453
$271K ﹤0.01%
4,009
+654
1454
$271K ﹤0.01%
22,930
-200
1455
$270K ﹤0.01%
12,797
+200
1456
$270K ﹤0.01%
+8,795
1457
$269K ﹤0.01%
2,488
+111
1458
$268K ﹤0.01%
4,396
+475
1459
$268K ﹤0.01%
14,185
-2,950
1460
$268K ﹤0.01%
196
-20
1461
$268K ﹤0.01%
5,222
+62
1462
$266K ﹤0.01%
3,053
-20
1463
$265K ﹤0.01%
3,091
+89
1464
$265K ﹤0.01%
4,323
-20
1465
$264K ﹤0.01%
9,925
-600
1466
$263K ﹤0.01%
+5,073
1467
$262K ﹤0.01%
4,542
+58
1468
$262K ﹤0.01%
4,581
1469
$261K ﹤0.01%
+8,988
1470
$261K ﹤0.01%
16,583
+3,405
1471
$260K ﹤0.01%
4,089
-14,013
1472
$260K ﹤0.01%
5,697
+51
1473
$260K ﹤0.01%
6,483
-321
1474
$259K ﹤0.01%
25,469
+240
1475
$258K ﹤0.01%
16,665
+231
57 58
59
60 61