Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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
1
$317M 5.42%
1,465,520
+52,807
2
$230M 3.92%
4,621,250
+263,335
3
$123M 2.1%
519,318
+3,306
4
$108M 1.84%
1,991,962
+195,768
5
$94.6M 1.62%
1,166,494
+77,605
6
$94.1M 1.61%
1,180,132
+71,800
7
$81.4M 1.39%
670,758
+79,622
8
$70.7M 1.21%
1,779,503
-49,244
9
$70.4M 1.2%
298,511
+26,747
10
$65.8M 1.12%
658,790
+638
11
$57.8M 0.99%
1,470,178
+132,147
12
$54.2M 0.93%
661,081
+26,982
13
$52.4M 0.9%
381,411
+26,642
14
$47.9M 0.82%
572,494
+34,198
15
$45.5M 0.78%
867,168
+88,816
16
$44.2M 0.76%
309,544
+9,928
17
$43.7M 0.75%
2,067,569
-154,184
18
$42.8M 0.73%
1,363,843
+54,022
19
$42.7M 0.73%
475,265
+21,948
20
$42.1M 0.72%
881,428
+31,588
21
$41.7M 0.71%
314,684
-42,806
22
$39.9M 0.68%
320,220
+19,336
23
$37.3M 0.64%
762,807
+51,810
24
$36.6M 0.63%
407,234
+11,965
25
$36.4M 0.62%
256,353
+27,965
1
2 3 4 5