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
1726
$50K ﹤0.01%
10,500
+500
1727
$48K ﹤0.01%
10,234
1728
$46K ﹤0.01%
920
1729
$44K ﹤0.01%
13,860
+635
1730
– –
0
1731
$44K ﹤0.01%
132
1732
$42K ﹤0.01%
10,853
1733
$42K ﹤0.01%
+15,556
1734
$41K ﹤0.01%
+10,800
1735
$38K ﹤0.01%
1,065
1736
$36K ﹤0.01%
565
+50
1737
$35K ﹤0.01%
10,735
1738
$33K ﹤0.01%
+574
1739
$31K ﹤0.01%
20,723
+1,299
1740
$31K ﹤0.01%
22,300
1741
– –
0
1742
$29K ﹤0.01%
344
+68
1743
$27K ﹤0.01%
193
1744
$27K ﹤0.01%
48
1745
$25K ﹤0.01%
3,359
-60
1746
$24K ﹤0.01%
560
1747
$21K ﹤0.01%
+15,191
1748
$20K ﹤0.01%
+10,600
1749
$19K ﹤0.01%
1,638
+250
1750
$19K ﹤0.01%
18,784
68 69
70
71 72