Cambridge Investment Research Advisors Portfolio holdings
AUM
$32.9B
1-Year Return
17.64%
This Quarter Return
+4.52%
1 Year Return
+17.64%
3 Year Return
+64.57%
5 Year Return
+105.53%
10 Year Return
+203.8%
AUM
$8.5B
AUM Growth
+$1.06B
(+14%)
Cap. Flow
+$753M
Cap. Flow
% of AUM
8.86%
Top 10 Holdings %
Top 10 Hldgs %
20.59%
Holding
2,213
New
217
Increased
1,136
Reduced
704
Closed
106
Top Buys
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$13M |
| 2 |
iShares US Real Estate ETF
IYR
|
$12.9M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$7.25M |
| 4 |
SPDR Gold Trust
GLD
|
$6.83M |
| 5 |
Vanguard Consumer Staples ETF
VDC
|
$6.38M |
Sector Composition
| 1 | Technology | 5.27% |
| 2 | Financials | 4.79% |
| 3 | Healthcare | 4% |
| 4 | Industrials | 3.92% |
| 5 | Communication Services | 3.33% |
