Cambridge Investment Research Advisors Portfolio holdings
AUM
$32.9B
1-Year Return
17.64%
This Quarter Return
+3.9%
1 Year Return
+17.64%
3 Year Return
+64.57%
5 Year Return
+105.53%
10 Year Return
+203.8%
AUM
$7.44B
AUM Growth
+$643M
(+9.5%)
Cap. Flow
+$415M
Cap. Flow
% of AUM
5.58%
Top 10 Holdings %
Top 10 Hldgs %
21.36%
Holding
2,115
New
187
Increased
1,085
Reduced
646
Closed
119
Top Buys
| 1 |
Vanguard FTSE Europe ETF
VGK
|
+$22.1M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$17.9M |
| 3 |
iShares US Real Estate ETF
IYR
|
+$15.7M |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
+$15.2M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$14.9M |
Top Sells
| 1 |
First Trust Large Cap Value AlphaDEX Fund
FTA
|
+$16.5M |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$12.9M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$9.73M |
| 4 |
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
+$8.09M |
| 5 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
+$7.96M |
Sector Composition
| 1 | Technology | 5.26% |
| 2 | Financials | 4.88% |
| 3 | Healthcare | 4.37% |
| 4 | Industrials | 4.05% |
| 5 | Communication Services | 3.47% |
