Cambridge Investment Research Advisors Portfolio holdings
AUM
$32.9B
1-Year Return
17.64%
This Quarter Return
+6.8%
1 Year Return
+17.64%
3 Year Return
+64.57%
5 Year Return
+105.53%
10 Year Return
+203.8%
AUM
$20.4B
AUM Growth
+$1.11B
(+5.8%)
Cap. Flow
+$97.4M
Cap. Flow
% of AUM
0.48%
Top 10 Holdings %
Top 10 Hldgs %
18.19%
Holding
3,316
New
217
Increased
1,367
Reduced
1,468
Closed
167
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$44M |
| 2 |
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
|
+$32M |
| 3 |
iShares Core S&P US Value ETF
IUSV
|
+$27.7M |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$27.4M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$22.9M |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
+$44.7M |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
+$30.6M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
+$30.5M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$29.7M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$29.6M |
Sector Composition
| 1 | Technology | 9.45% |
| 2 | Financials | 4.67% |
| 3 | Healthcare | 4.07% |
| 4 | Consumer Discretionary | 3.92% |
| 5 | Industrials | 2.97% |
