We are live on ! Find out more
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
1826
– –
-162
1827
– –
-10,400
1828
– –
-5,506
1829
– –
-17,251
1830
– –
-2,650
1831
– –
-8,500
1832
– –
-1,852
1833
– –
-25,375
1834
– –
-3,325
1835
– –
-3,432
1836
– –
-8,839
1837
– –
-3,575
1838
– –
-2,307
1839
– –
-131,430
1840
– –
-89,617
1841
– –
-10,268
1842
– –
-4,102
1843
– –
-10,501
1844
– –
-8,022
1845
– –
-52,352
1846
– –
-19,999
1847
– –
-2,475
1848
– –
-17,173
1849
– –
-7,212
1850
– –
-1,961
71 72 73
74
75