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
1776
– –
-4,452
1777
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-13
1778
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-4,285
1779
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-3,172
1780
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-4,042
1781
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-30,058
1782
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-49,860
1783
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-3,482
1784
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-5,498
1785
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-99,840
1786
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-7,535
1787
– –
-2,066
1788
– –
-4,823
1789
– –
-1,558
1790
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-59,138
1791
– –
-2,489
1792
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-3,442
1793
– –
-7,212
1794
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-1,961
1795
– –
-46,282
1796
– –
-7,187
1797
– –
0
1798
– –
-8,450
1799
– –
-60,880
1800
– –
-76,890
70 71
72
73 74