Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$29.4B
AUM Growth
+$2.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,554
New
Increased
Reduced
Closed

Top Buys

1
+$69M
2
+$47.8M
3
+$30.9M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$27.5M
5
BND icon
Vanguard Total Bond Market
BND
+$25.5M

Top Sells

1
+$28.7M
2
+$26.1M
3
+$19.9M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$19.4M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$17.7M

Sector Composition

1 Technology 11.67%
2 Financials 4.81%
3 Consumer Discretionary 3.88%
4 Healthcare 3.32%
5 Industrials 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3401
$2K ﹤0.01%
+77,580
3402
$1K ﹤0.01%
+104
3403
$1K ﹤0.01%
10,550
3404
$1K ﹤0.01%
20,104
-1,600
3405
– –
-19,655
3406
– –
-10,200
3407
– –
-1,833
3408
$0 ﹤0.01%
+11,430
3409
– –
-20,000
3410
– –
-198,414
3411
– –
-16,711
3412
– –
-10,683
3413
– –
-23,695
3414
– –
-10,021
3415
– –
-6,307
3416
– –
-31,517
3417
– –
-920
3418
– –
-49,714
3419
– –
-4,873
3420
– –
-14,811
3421
– –
-58,401
3422
– –
-3,337
3423
– –
-25,000
3424
– –
-14,473
3425
– –
-7,419
135 136
137
138 139