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 4.29%
2 Healthcare 3.93%
3 Consumer Staples 3.92%
4 Communication Services 3.71%
5 Financials 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1751
$18K ﹤0.01%
20,130
1752
$18K ﹤0.01%
1,135
-396
1753
$17K ﹤0.01%
1,200
1754
– –
-1
1755
$12K ﹤0.01%
1,567
1756
$9K ﹤0.01%
38
+17
1757
$5K ﹤0.01%
12,022
-600
1758
– –
-19,191
1759
– –
-873
1760
– –
-3,839
1761
– –
-13,577
1762
– –
-7,712
1763
– –
-15,419
1764
– –
-11,608
1765
– –
-4,335
1766
– –
-14,249
1767
– –
-34,619
1768
– –
-9,337
1769
– –
-11,270
1770
– –
-4,254
1771
– –
-44,948
1772
– –
-8,358
1773
– –
-11,767
1774
– –
-6,592
1775
– –
-5,616
69 70
71
72 73