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
1601
$203K ﹤0.01%
4,437
+136
1602
$203K ﹤0.01%
16,039
+684
1603
$203K ﹤0.01%
+8,402
1604
$203K ﹤0.01%
+4,031
1605
$203K ﹤0.01%
4,089
1606
$202K ﹤0.01%
+5,669
1607
$202K ﹤0.01%
+2,754
1608
$202K ﹤0.01%
+7,516
1609
$201K ﹤0.01%
+3,950
1610
$201K ﹤0.01%
+3,294
1611
$201K ﹤0.01%
1,605
-3,617
1612
$201K ﹤0.01%
15,930
+959
1613
$201K ﹤0.01%
+6,468
1614
$200K ﹤0.01%
+8,780
1615
$200K ﹤0.01%
+3,462
1616
$199K ﹤0.01%
+13,572
1617
$199K ﹤0.01%
14,172
+3,246
1618
$198K ﹤0.01%
30,000
-28,900
1619
$198K ﹤0.01%
37,362
-1,331
1620
$196K ﹤0.01%
13,800
-6,000
1621
$192K ﹤0.01%
24,554
+6,837
1622
$192K ﹤0.01%
14,859
-35
1623
$191K ﹤0.01%
+11,397
1624
$189K ﹤0.01%
10,871
+85
1625
$186K ﹤0.01%
32,347
-1,543
63 64
65
66 67