Cambridge Investment Research Advisors Portfolio holdings
AUM
$32.9B
This Quarter Return
+13.3%
1 Year Return
+17.64%
3 Year Return
+64.57%
5 Year Return
+105.53%
10 Year Return
+203.8%
AUM
$17.1B
AUM Growth
+$17.1B
(+15%)
Cap. Flow
+$802M
Cap. Flow
% of AUM
4.69%
Top 10 Holdings %
Top 10 Hldgs %
20.87%
Holding
2,825
New
312
Increased
1,195
Reduced
1,138
Closed
120
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$102M |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
$86.5M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$84M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$44M |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
$32.5M |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$30.6M |
| 2 |
SPDR Gold Trust
GLD
|
$26.3M |
| 3 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$24.8M |
| 4 |
VER
VEREIT, Inc.
VER
|
$20.5M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$20M |
Sector Composition
| 1 | Technology | 9.45% |
| 2 | Consumer Discretionary | 4.97% |
| 3 | Healthcare | 4.39% |
| 4 | Financials | 4.24% |
| 5 | Communication Services | 3.24% |