Cambridge Investment Research Advisors Portfolio holdings
AUM
$32.9B
1-Year Return
17.64%
This Quarter Return
+6.74%
1 Year Return
+17.64%
3 Year Return
+64.57%
5 Year Return
+105.53%
10 Year Return
+203.8%
AUM
$13B
AUM Growth
+$1.56B
(+14%)
Cap. Flow
+$883M
Cap. Flow
% of AUM
6.82%
Top 10 Holdings %
Top 10 Hldgs %
18.23%
Holding
2,527
New
188
Increased
1,360
Reduced
792
Closed
124
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$39.9M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$32.5M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$32.2M |
| 4 |
iShares Core S&P US Growth ETF
IUSG
|
+$22.4M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$22.2M |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$22.5M |
| 2 |
CELG
Celgene Corp
CELG
|
+$13.9M |
| 3 |
Vanguard Utilities ETF
VPU
|
+$13.1M |
| 4 |
Vanguard Total Bond Market
BND
|
+$12.5M |
| 5 |
Vanguard World Funds Extended Duration ETF
EDV
|
+$11.3M |
Sector Composition
| 1 | Technology | 6.93% |
| 2 | Financials | 4.9% |
| 3 | Healthcare | 4.19% |
| 4 | Consumer Discretionary | 3.53% |
| 5 | Communication Services | 3.21% |
