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
1701
$98K ﹤0.01%
22,834
-3,900
1702
$98K ﹤0.01%
22,505
+5,000
1703
$96K ﹤0.01%
11,066
-2,362
1704
$94K ﹤0.01%
22,330
+200
1705
$90K ﹤0.01%
249
+14
1706
$89K ﹤0.01%
16,294
+5,367
1707
$82K ﹤0.01%
4,818
-684
1708
$82K ﹤0.01%
10,089
-1,091
1709
$81K ﹤0.01%
5,864
-26,661
1710
$80K ﹤0.01%
11,437
+83
1711
$78K ﹤0.01%
30,559
+3,640
1712
$78K ﹤0.01%
1
1713
$75K ﹤0.01%
30,125
1714
$71K ﹤0.01%
3,555
+2
1715
$71K ﹤0.01%
15,079
-1,000
1716
$70K ﹤0.01%
26,311
-364
1717
$69K ﹤0.01%
10,000
1718
$68K ﹤0.01%
22,409
+1,143
1719
$68K ﹤0.01%
10,758
1720
$67K ﹤0.01%
10,200
-15,728
1721
$66K ﹤0.01%
19,425
-300
1722
$62K ﹤0.01%
+1,350
1723
$62K ﹤0.01%
23,535
+3,282
1724
$56K ﹤0.01%
18,636
-1,357
1725
$56K ﹤0.01%
11,085
+27
67 68
69
70 71