Cambridge Investment Research Advisors Portfolio holdings
AUM
$32.9B
1-Year Return
17.64%
This Quarter Return
+2.63%
1 Year Return
+17.64%
3 Year Return
+64.57%
5 Year Return
+105.53%
10 Year Return
+203.8%
AUM
$5.39B
AUM Growth
+$665M
(+14%)
Cap. Flow
+$588M
Cap. Flow
% of AUM
10.91%
Top 10 Holdings %
Top 10 Hldgs %
20.55%
Holding
1,844
New
287
Increased
821
Reduced
564
Closed
102
Top Buys
| 1 |
Apple
AAPL
|
$96.5M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$35.2M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$31.1M |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
$27.7M |
| 5 |
Amazon
AMZN
|
$19M |
Top Sells
Sector Composition
| 1 | Technology | 4.53% |
| 2 | Healthcare | 4.34% |
| 3 | Financials | 4.32% |
| 4 | Industrials | 4.28% |
| 5 | Consumer Staples | 4.03% |
