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Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $38.8B
1-Year Est. Return 21.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.92%
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
+$12.7M
2
+$11.3M
3
+$10.6M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$9.59M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$9.54M

Top Sells

1
+$8.56M
2
+$6.71M
3
+$6.57M
4
CDC icon
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
+$6.04M
5
QAI icon
NYLI Hedge Multi-Strategy Tracker ETF
QAI
+$5.69M

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%
1,135
-396
1752
$18K ﹤0.01%
20,130
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
– –
-873
1759
– –
-3,839
1760
– –
-13,577
1761
– –
-7,712
1762
– –
-11,270
1763
– –
-5,098
1764
– –
-4,098
1765
– –
-4,285
1766
– –
-3,172
1767
– –
-46,282
1768
– –
-7,187
1769
– –
0
1770
– –
-8,450
1771
– –
-6,512
1772
– –
-53,607
1773
– –
-34,401
1774
– –
-13,900
1775
– –
-19,374
69 70
71
72 73