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
1801
– –
-2,336
1802
– –
-6,860
1803
– –
-71
1804
– –
-5,098
1805
– –
-4,098
1806
– –
-13,564
1807
– –
-10,902
1808
– –
0
1809
– –
-20,314
1810
– –
-4,452
1811
– –
-13
1812
– –
-4,285
1813
– –
-3,172
1814
– –
-4,042
1815
– –
-30,058
1816
– –
-49,860
1817
– –
-3,442
1818
– –
-7,212
1819
– –
-1,961
1820
– –
-46,282
1821
– –
-7,187
1822
– –
0
1823
– –
-8,450
1824
– –
-60,880
1825
– –
-76,890
71 72
73
74 75