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
1651
$159K ﹤0.01%
14,505
+3,651
1652
$158K ﹤0.01%
14,750
-2,900
1653
$157K ﹤0.01%
11,367
-1,245
1654
$157K ﹤0.01%
2,684
+204
1655
$156K ﹤0.01%
14,860
+7
1656
$154K ﹤0.01%
10,180
-333
1657
$153K ﹤0.01%
16,399
+254
1658
$152K ﹤0.01%
11,596
-8,816
1659
$151K ﹤0.01%
10,947
-620
1660
$151K ﹤0.01%
16,738
-133
1661
$150K ﹤0.01%
17,907
-21,749
1662
$150K ﹤0.01%
15,528
-3,119
1663
$150K ﹤0.01%
+22,893
1664
$147K ﹤0.01%
12,033
+63
1665
$143K ﹤0.01%
+10,118
1666
$142K ﹤0.01%
+12,323
1667
$142K ﹤0.01%
+10,526
1668
$140K ﹤0.01%
18,575
+725
1669
$140K ﹤0.01%
14,466
-4,545
1670
$140K ﹤0.01%
12,843
-2,008
1671
$140K ﹤0.01%
17,452
-1,000
1672
$138K ﹤0.01%
16,093
+2,474
1673
$138K ﹤0.01%
14,121
+42
1674
$136K ﹤0.01%
13,560
+152
1675
$134K ﹤0.01%
13,292
-2,625
65 66
67
68 69