Cambridge Investment Research Advisors Portfolio holdings
AUM
$32.9B
1-Year Return
17.64%
This Quarter Return
-6.58%
1 Year Return
+17.64%
3 Year Return
+64.57%
5 Year Return
+105.53%
10 Year Return
+203.8%
AUM
$3.48B
AUM Growth
-$134M
(-3.7%)
Cap. Flow
+$118M
Cap. Flow
% of AUM
3.39%
Top 10 Holdings %
Top 10 Hldgs %
19.74%
Holding
1,675
New
226
Increased
654
Reduced
506
Closed
241
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
+$86.5M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$30M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
+$25.7M |
| 4 |
Vanguard Total Bond Market
BND
|
+$21.8M |
| 5 |
Invesco Large Cap Value ETF
PWV
|
+$18.8M |
Sector Composition
| 1 | Healthcare | 4.33% |
| 2 | Consumer Staples | 4.25% |
| 3 | Industrials | 3.9% |
| 4 | Energy | 3.75% |
| 5 | Financials | 3.6% |
