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
1551
$226K ﹤0.01%
+9,304
1552
$226K ﹤0.01%
19,487
-188
1553
$224K ﹤0.01%
8,106
+47
1554
$224K ﹤0.01%
14,431
-5,570
1555
$224K ﹤0.01%
2,155
+40
1556
$224K ﹤0.01%
12,024
-6,000
1557
$224K ﹤0.01%
9,032
+190
1558
$224K ﹤0.01%
5,502
+15
1559
$222K ﹤0.01%
+6,317
1560
$222K ﹤0.01%
4,190
+342
1561
$221K ﹤0.01%
11,330
+7
1562
$221K ﹤0.01%
+5,272
1563
$220K ﹤0.01%
+2,605
1564
$219K ﹤0.01%
16,894
+1,155
1565
$218K ﹤0.01%
9,207
+500
1566
$217K ﹤0.01%
328
+1
1567
$217K ﹤0.01%
+1,549
1568
$216K ﹤0.01%
2,968
-2,418
1569
$216K ﹤0.01%
12,717
+1,219
1570
$216K ﹤0.01%
26,863
+3,400
1571
$216K ﹤0.01%
8,301
+81
1572
$215K ﹤0.01%
+3,810
1573
$214K ﹤0.01%
4,008
-500
1574
$214K ﹤0.01%
2,748
1575
$214K ﹤0.01%
+6,533
61 62
63
64 65