Cambridge Investment Research Advisors Portfolio holdings
AUM
$32.9B
This Quarter Return
+3.08%
1 Year Return
+17.64%
3 Year Return
+64.57%
5 Year Return
+105.53%
10 Year Return
+203.8%
AUM
$27.1B
AUM Growth
+$27.1B
(+4.1%)
Cap. Flow
+$1.17B
Cap. Flow
% of AUM
4.33%
Top 10 Holdings %
Top 10 Hldgs %
21.61%
Holding
3,481
New
179
Increased
1,542
Reduced
1,501
Closed
172
Top Buys
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$106M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$67M |
| 3 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$60M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$26.2M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$19.2M |
Sector Composition
| 1 | Technology | 12.17% |
| 2 | Financials | 4.71% |
| 3 | Consumer Discretionary | 3.9% |
| 4 | Healthcare | 3.46% |
| 5 | Industrials | 2.77% |
