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
1576
$213K ﹤0.01%
+9,174
1577
$213K ﹤0.01%
16,571
-4,660
1578
$212K ﹤0.01%
15,433
+4,284
1579
$212K ﹤0.01%
+5,754
1580
$212K ﹤0.01%
+2,944
1581
$212K ﹤0.01%
3,988
-904
1582
$212K ﹤0.01%
+16,662
1583
$211K ﹤0.01%
+5,571
1584
$210K ﹤0.01%
2,569
+40
1585
$209K ﹤0.01%
23,217
-1,508
1586
$209K ﹤0.01%
16,640
-1,448
1587
$209K ﹤0.01%
+5,846
1588
$209K ﹤0.01%
+5,004
1589
$209K ﹤0.01%
+10,920
1590
$209K ﹤0.01%
+2,949
1591
$208K ﹤0.01%
6,338
-17,703
1592
$208K ﹤0.01%
4,973
-350
1593
$208K ﹤0.01%
7,373
-900
1594
$206K ﹤0.01%
+5,912
1595
$206K ﹤0.01%
+3,425
1596
$205K ﹤0.01%
+5,638
1597
$204K ﹤0.01%
+6,711
1598
$204K ﹤0.01%
1,659
+1
1599
$204K ﹤0.01%
15,004
+2,313
1600
$204K ﹤0.01%
+8,231
62 63
64
65 66