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
1501
$246K ﹤0.01%
+2,733
1502
$246K ﹤0.01%
3,977
+16
1503
$246K ﹤0.01%
10,402
-105
1504
$246K ﹤0.01%
3,065
+88
1505
$246K ﹤0.01%
7,513
+649
1506
$246K ﹤0.01%
19,708
+7,453
1507
$245K ﹤0.01%
7,335
+964
1508
$245K ﹤0.01%
16,889
-24,431
1509
$245K ﹤0.01%
11,654
+1,389
1510
$244K ﹤0.01%
+4,720
1511
$244K ﹤0.01%
9,535
-245
1512
$243K ﹤0.01%
4,868
+193
1513
$242K ﹤0.01%
91,802
+81,480
1514
$242K ﹤0.01%
1,585
-200
1515
$241K ﹤0.01%
4,033
+200
1516
$240K ﹤0.01%
+1,854
1517
$240K ﹤0.01%
+2,781
1518
$240K ﹤0.01%
6,445
-950
1519
$240K ﹤0.01%
36,915
1520
$240K ﹤0.01%
+4,318
1521
$239K ﹤0.01%
+6,653
1522
$239K ﹤0.01%
+20,232
1523
$238K ﹤0.01%
20,548
-2,619
1524
$237K ﹤0.01%
19,839
-2,269
1525
$237K ﹤0.01%
3,564
-924
59 60
61
62 63