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
176
$6.31M 0.11%
122,994
+6,965
177
$6.29M 0.11%
123,570
+72,997
178
$6.11M 0.1%
73,521
+2,623
179
$6.1M 0.1%
145,866
+137,553
180
$6.08M 0.1%
101,074
+32,120
181
$6.08M 0.1%
286,548
+14,077
182
$6.07M 0.1%
44,785
+8,148
183
$6.07M 0.1%
105,760
+14,801
184
$6.01M 0.1%
120,623
-10,138
185
$6.01M 0.1%
53,431
+4,261
186
$6M 0.1%
92,164
+9,813
187
$5.91M 0.1%
280,651
+252,596
188
$5.91M 0.1%
172,361
+4,824
189
$5.87M 0.1%
186,996
-3,934
190
$5.87M 0.1%
198,219
-1,261
191
$5.85M 0.1%
41,847
+15,931
192
$5.84M 0.1%
114,999
+104,328
193
$5.83M 0.1%
199,562
+4,208
194
$5.83M 0.1%
249,830
+6,120
195
$5.78M 0.1%
240,776
+29,876
196
$5.75M 0.1%
510,087
-82,479
197
$5.72M 0.1%
105,576
+31,651
198
$5.71M 0.1%
62,857
-1,301
199
$5.67M 0.1%
137,920
-50,192
200
$5.67M 0.1%
243,659
+11,704
6 7
8
9 10