Cambridge Investment Research Advisors Portfolio holdings
AUM
$32.9B
1-Year Return
17.64%
This Quarter Return
+4.53%
1 Year Return
+17.64%
3 Year Return
+64.57%
5 Year Return
+105.53%
10 Year Return
+203.8%
AUM
$5.85B
AUM Growth
+$518M
(+9.7%)
Cap. Flow
+$302M
Cap. Flow
% of AUM
5.15%
Top 10 Holdings %
Top 10 Hldgs %
21.43%
Holding
1,860
New
195
Increased
935
Reduced
584
Closed
94
Top Buys
| 1 |
Vanguard Total International Stock ETF
VXUS
|
$13.1M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$11.4M |
| 3 |
Vanguard Total International Bond ETF
BNDX
|
$10.6M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$9.66M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$9.54M |
Top Sells
Sector Composition
| 1 | Industrials | 4.29% |
| 2 | Healthcare | 3.93% |
| 3 | Consumer Staples | 3.92% |
| 4 | Communication Services | 3.7% |
| 5 | Financials | 3.58% |