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
1526
$237K ﹤0.01%
4,704
-1,875
1527
$236K ﹤0.01%
10,176
-3
1528
$235K ﹤0.01%
8,250
-42
1529
$234K ﹤0.01%
6,834
-335
1530
$233K ﹤0.01%
+8,635
1531
$233K ﹤0.01%
3,980
+25
1532
$233K ﹤0.01%
+8,010
1533
$232K ﹤0.01%
17,616
-47
1534
$232K ﹤0.01%
10,703
-39,526
1535
$232K ﹤0.01%
44,116
+25,106
1536
$232K ﹤0.01%
+4,746
1537
$232K ﹤0.01%
15,919
-321
1538
$231K ﹤0.01%
9,646
+180
1539
$231K ﹤0.01%
6,822
-211
1540
$230K ﹤0.01%
+4,440
1541
$230K ﹤0.01%
5,173
+91
1542
$230K ﹤0.01%
6,865
-2,584
1543
$230K ﹤0.01%
39,535
-8,335
1544
$230K ﹤0.01%
+1,928
1545
$230K ﹤0.01%
17,770
-3,607
1546
$227K ﹤0.01%
+2,046
1547
$227K ﹤0.01%
20,417
-88
1548
$227K ﹤0.01%
+7,964
1549
$227K ﹤0.01%
5,261
+600
1550
$227K ﹤0.01%
23,750
-550
60 61
62
63 64