Cambridge Investment Research Advisors Portfolio holdings
AUM
$32.9B
1-Year Return
17.64%
This Quarter Return
-1.29%
1 Year Return
+17.64%
3 Year Return
+64.57%
5 Year Return
+105.53%
10 Year Return
+203.8%
AUM
$3.39B
AUM Growth
+$526M
(+18%)
Cap. Flow
+$581M
Cap. Flow
% of AUM
17.13%
Top 10 Holdings %
Top 10 Hldgs %
16.92%
Holding
1,543
New
205
Increased
822
Reduced
368
Closed
82
Top Buys
Top Sells
| 1 |
iShares Russell 3000 ETF
IWV
|
$19.8M |
| 2 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$13.7M |
| 3 |
Vanguard Value ETF
VTV
|
$13.5M |
| 4 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$11.3M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$8.19M |
Sector Composition
| 1 | Energy | 5.38% |
| 2 | Financials | 4.94% |
| 3 | Technology | 4.69% |
| 4 | Healthcare | 4.32% |
| 5 | Industrials | 3.87% |
