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
1826
– –
-6,512
1827
– –
-12,289
1828
– –
-30,252
1829
– –
-9,637
1830
– –
-53,607
1831
– –
-34,401
1832
– –
-10,534
1833
– –
-10,843
1834
– –
-43,357
1835
– –
-162
1836
– –
-10,400
1837
– –
-8,500
1838
– –
-1,852
1839
– –
-25,375
1840
– –
-3,325
1841
– –
-3,432
1842
– –
-4,948
1843
– –
-3,482
1844
– –
-5,498
1845
– –
-99,840
1846
– –
-7,535
1847
– –
-2,066
1848
– –
-4,823
1849
– –
-1,558
1850
– –
-59,138
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