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
1626
$186K ﹤0.01%
+10,863
1627
$186K ﹤0.01%
19,146
+485
1628
$184K ﹤0.01%
5,147
-1,837
1629
$183K ﹤0.01%
14,031
-1,700
1630
$181K ﹤0.01%
7,928
-762
1631
$180K ﹤0.01%
10,012
1632
$177K ﹤0.01%
34,746
1633
$176K ﹤0.01%
51,830
+1,068
1634
$176K ﹤0.01%
11,724
+6
1635
$175K ﹤0.01%
10,150
+30
1636
$174K ﹤0.01%
18,994
+1,816
1637
$171K ﹤0.01%
19,722
+431
1638
$171K ﹤0.01%
18,275
+259
1639
$170K ﹤0.01%
11,628
-2,981
1640
$170K ﹤0.01%
10,615
-18,843
1641
$170K ﹤0.01%
+11,628
1642
$169K ﹤0.01%
15,192
+2,830
1643
$168K ﹤0.01%
+19,249
1644
$167K ﹤0.01%
12,035
+87
1645
$167K ﹤0.01%
256
1646
$166K ﹤0.01%
11,020
+449
1647
$164K ﹤0.01%
+11,130
1648
$164K ﹤0.01%
11,445
+281
1649
$163K ﹤0.01%
10,241
+144
1650
$163K ﹤0.01%
28,220
+1,430
64 65
66
67 68