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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
1776
– –
-32,800
1777
– –
-7,675
1778
– –
-1
1779
– –
-52,220
1780
– –
-8,514
1781
– –
-12,280
1782
– –
-4,948
1783
– –
-2,336
1784
– –
-19,191
1785
– –
-15,419
1786
– –
-11,608
1787
– –
-4,335
1788
– –
-14,249
1789
– –
-34,619
1790
– –
-9,337
1791
– –
-4,254
1792
– –
-44,948
1793
– –
-8,358
1794
– –
-11,767
1795
– –
-6,592
1796
– –
-5,616
1797
– –
-6,860
1798
– –
-71
1799
– –
-13,564
1800
– –
-10,902
70 71
72
73 74