Cambridge Investment Research Advisors Portfolio holdings
AUM
$32.9B
This Quarter Return
+6.23%
1 Year Return
+17.64%
3 Year Return
+64.57%
5 Year Return
+105.53%
10 Year Return
+203.8%
AUM
$21.9B
AUM Growth
+$21.9B
(+7.6%)
Cap. Flow
+$520M
Cap. Flow
% of AUM
2.37%
Top 10 Holdings %
Top 10 Hldgs %
19.94%
Holding
3,346
New
197
Increased
1,492
Reduced
1,396
Closed
181
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$47.9M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$39.3M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$37.5M |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$35.8M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$32.4M |
Top Sells
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$41.6M |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
$36.2M |
| 3 |
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
$27.4M |
| 4 |
NVIDIA
NVDA
|
$23.8M |
| 5 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$23M |
Sector Composition
| 1 | Technology | 10.43% |
| 2 | Financials | 4.61% |
| 3 | Consumer Discretionary | 4.22% |
| 4 | Healthcare | 3.87% |
| 5 | Industrials | 2.91% |
