Cambridge Investment Research Advisors Portfolio holdings
AUM
$32.9B
1-Year Return
17.64%
This Quarter Return
+5.3%
1 Year Return
+17.64%
3 Year Return
+64.57%
5 Year Return
+105.53%
10 Year Return
+203.8%
AUM
$10.5B
AUM Growth
+$1B
(+11%)
Cap. Flow
+$596M
Cap. Flow
% of AUM
5.69%
Top 10 Holdings %
Top 10 Hldgs %
19.46%
Holding
2,367
New
170
Increased
1,266
Reduced
735
Closed
136
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
$34.7M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$29.4M |
| 3 |
Invesco QQQ Trust
QQQ
|
$25.1M |
| 4 |
First Trust Dorsey Wright Focus 5 ETF
FV
|
$25.1M |
| 5 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$22.4M |
Top Sells
Sector Composition
| 1 | Technology | 6.59% |
| 2 | Financials | 4.76% |
| 3 | Healthcare | 4.4% |
| 4 | Consumer Discretionary | 3.56% |
| 5 | Industrials | 3.55% |