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
201
$5.67M 0.1%
93,678
+20,518
202
$5.66M 0.1%
118,672
-4
203
$5.65M 0.1%
14,725
+1,661
204
$5.63M 0.1%
265,172
+1,753
205
$5.62M 0.1%
120,032
+5,096
206
$5.6M 0.1%
245,600
+121,314
207
$5.51M 0.09%
350,260
-92,536
208
$5.5M 0.09%
504,440
+25,219
209
$5.48M 0.09%
370,510
+54,970
210
$5.47M 0.09%
203,685
+14,466
211
$5.47M 0.09%
102,321
+9,843
212
$5.38M 0.09%
172,600
+124,100
213
$5.37M 0.09%
230,510
+23,590
214
$5.36M 0.09%
49,667
+18,914
215
$5.3M 0.09%
191,461
+27,503
216
$5.25M 0.09%
80,748
+139
217
$5.14M 0.09%
63,986
+1,536
218
$5.12M 0.09%
48,933
-15,195
219
$5.1M 0.09%
63,246
+4,398
220
$5.07M 0.09%
69,279
+3,637
221
$5.04M 0.09%
33,078
+2,212
222
$5.04M 0.09%
92,330
+5,860
223
$5.01M 0.09%
86,500
+15,210
224
$4.95M 0.08%
46,742
+1,468
225
$4.93M 0.08%
26,362
-8,975
7 8
9
10 11