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
1676
$132K ﹤0.01%
+11,500
1677
$130K ﹤0.01%
13,134
+2,525
1678
$130K ﹤0.01%
24,030
-5,491
1679
$129K ﹤0.01%
6,969
+29
1680
$126K ﹤0.01%
14,218
+23
1681
$125K ﹤0.01%
14,391
-497
1682
$124K ﹤0.01%
+11,809
1683
$123K ﹤0.01%
16,308
+503
1684
$121K ﹤0.01%
+10,386
1685
$120K ﹤0.01%
+4,385
1686
$119K ﹤0.01%
+13,500
1687
$116K ﹤0.01%
11,900
1688
$113K ﹤0.01%
43,796
+5,900
1689
$111K ﹤0.01%
+13,558
1690
$110K ﹤0.01%
12,823
-113,616
1691
$107K ﹤0.01%
13,600
+1,000
1692
$107K ﹤0.01%
14,917
-12,358
1693
$105K ﹤0.01%
61,850
+1,026
1694
$104K ﹤0.01%
45,966
+104
1695
$103K ﹤0.01%
4,282
-948
1696
$103K ﹤0.01%
16,721
+4,205
1697
$102K ﹤0.01%
+12,500
1698
$100K ﹤0.01%
13,767
+8
1699
$99K ﹤0.01%
18,317
+326
1700
$99K ﹤0.01%
24,696
+5,564
66 67
68
69 70