Cambridge Investment Research Advisors Portfolio holdings
AUM
$32.9B
1-Year Return
17.64%
This Quarter Return
+3.51%
1 Year Return
+17.64%
3 Year Return
+64.57%
5 Year Return
+105.53%
10 Year Return
+203.8%
AUM
$4.72B
AUM Growth
+$298M
(+6.7%)
Cap. Flow
+$176M
Cap. Flow
% of AUM
3.73%
Top 10 Holdings %
Top 10 Hldgs %
20.14%
Holding
1,755
New
150
Increased
870
Reduced
476
Closed
198
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
$88.5M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$32.9M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$15.9M |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
$14.1M |
| 5 |
iShares S&P 100 ETF
OEF
|
$11.8M |
Sector Composition
| 1 | Consumer Staples | 4.52% |
| 2 | Industrials | 4.33% |
| 3 | Healthcare | 4.27% |
| 4 | Communication Services | 3.52% |
| 5 | Energy | 3.25% |
