Cambridge Investment Research Advisors Portfolio holdings
AUM
$32.9B
1-Year Return
17.64%
This Quarter Return
+3.11%
1 Year Return
+17.64%
3 Year Return
+64.57%
5 Year Return
+105.53%
10 Year Return
+203.8%
AUM
$10.9B
AUM Growth
+$433M
(+4.1%)
Cap. Flow
+$148M
Cap. Flow
% of AUM
1.36%
Top 10 Holdings %
Top 10 Hldgs %
18.12%
Holding
2,433
New
160
Increased
1,130
Reduced
851
Closed
234
Top Buys
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$38.6M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$23M |
| 3 |
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
$17.9M |
| 4 |
DuPont de Nemours
DD
|
$17.5M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$16.8M |
Sector Composition
| 1 | Technology | 6.22% |
| 2 | Financials | 5.01% |
| 3 | Healthcare | 3.97% |
| 4 | Consumer Discretionary | 3.69% |
| 5 | Industrials | 3.38% |
