Cambridge Investment Research Advisors Portfolio holdings
AUM
$32.9B
1-Year Return
17.64%
This Quarter Return
+2.04%
1 Year Return
+17.64%
3 Year Return
+64.57%
5 Year Return
+105.53%
10 Year Return
+203.8%
AUM
$4.42B
AUM Growth
+$200M
(+4.7%)
Cap. Flow
+$138M
Cap. Flow
% of AUM
3.11%
Top 10 Holdings %
Top 10 Hldgs %
20.05%
Holding
1,701
New
123
Increased
762
Reduced
644
Closed
96
Top Buys
| 1 |
DPLO
DIPLOMAT PHARMACY, INC.
DPLO
|
+$32.2M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$26.1M |
| 3 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$22.7M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$15.9M |
| 5 |
SPDR Gold Trust
GLD
|
+$15M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$21.5M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$16.1M |
| 3 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
+$11.6M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$11.1M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
+$10.7M |
Sector Composition
| 1 | Financials | 4.62% |
| 2 | Technology | 4.53% |
| 3 | Healthcare | 4.42% |
| 4 | Consumer Staples | 4.24% |
| 5 | Industrials | 3.98% |
