Cambridge Investment Research Advisors Portfolio holdings
AUM
$32.9B
1-Year Return
17.64%
This Quarter Return
+2.29%
1 Year Return
+17.64%
3 Year Return
+64.57%
5 Year Return
+105.53%
10 Year Return
+203.8%
AUM
$6.8B
AUM Growth
+$947M
(+16%)
Cap. Flow
+$844M
Cap. Flow
% of AUM
12.41%
Top 10 Holdings %
Top 10 Hldgs %
21.42%
Holding
2,018
New
252
Increased
1,013
Reduced
601
Closed
90
Top Buys
| 1 |
Apple
AAPL
|
+$128M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$50.5M |
| 3 |
Amazon
AMZN
|
+$37.1M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$24.3M |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$22.4M |
Top Sells
| 1 |
iShares US Financials ETF
IYF
|
+$10.1M |
| 2 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
+$8.1M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$7.41M |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$7.19M |
| 5 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
+$7.14M |
Sector Composition
| 1 | Technology | 5% |
| 2 | Financials | 4.82% |
| 3 | Healthcare | 4.39% |
| 4 | Industrials | 4.18% |
| 5 | Consumer Staples | 3.55% |
