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
1476
$258K ﹤0.01%
+3,309
1477
$258K ﹤0.01%
3,358
-117
1478
$256K ﹤0.01%
+7,532
1479
$256K ﹤0.01%
+14,828
1480
$256K ﹤0.01%
7,181
-622
1481
$256K ﹤0.01%
4,287
+9
1482
$255K ﹤0.01%
+10,706
1483
$255K ﹤0.01%
24,339
1484
$254K ﹤0.01%
17,843
-257
1485
$254K ﹤0.01%
15,293
-678
1486
$254K ﹤0.01%
+10,306
1487
$254K ﹤0.01%
20,642
+4,243
1488
$253K ﹤0.01%
+11,648
1489
$253K ﹤0.01%
+14,076
1490
$253K ﹤0.01%
17,262
+20
1491
$252K ﹤0.01%
10,065
-106
1492
$251K ﹤0.01%
5,908
+465
1493
$251K ﹤0.01%
3,030
-100
1494
$250K ﹤0.01%
3,363
-691
1495
$250K ﹤0.01%
17,683
-1,654
1496
$249K ﹤0.01%
22,362
-198
1497
$249K ﹤0.01%
5,609
-890
1498
$248K ﹤0.01%
7,854
+66
1499
$247K ﹤0.01%
4,060
-64
1500
$247K ﹤0.01%
10,021
-490
58 59
60
61 62