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
126
$9.2M 0.16%
110,894
+61,180
127
$9.14M 0.16%
167,996
-11,945
128
$8.79M 0.15%
124,516
+6,518
129
$8.68M 0.15%
913,194
+85,116
130
$8.45M 0.14%
108,933
+16,229
131
$8.44M 0.14%
158,343
-848
132
$8.35M 0.14%
106,414
+38,460
133
$8.29M 0.14%
30,987
+481
134
$8.26M 0.14%
556,074
+89,199
135
$8.14M 0.14%
190,815
+26,783
136
$8.05M 0.14%
376,216
+230,757
137
$8.02M 0.14%
126,241
-14,735
138
$8.01M 0.14%
86,374
-5,249
139
$7.97M 0.14%
48,624
-1,636
140
$7.85M 0.13%
160,666
+46,001
141
$7.66M 0.13%
73,590
-42,036
142
$7.61M 0.13%
31,989
+19,646
143
$7.59M 0.13%
139,396
+3,092
144
$7.56M 0.13%
45,928
-218
145
$7.51M 0.13%
127,358
+2,108
146
$7.46M 0.13%
70,606
-15,201
147
$7.46M 0.13%
141,698
-8,178
148
$7.4M 0.13%
87,574
-15,092
149
$7.34M 0.13%
92,627
+7,680
150
$7.2M 0.12%
42,953
-3,414
4 5
6
7 8