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
3501
– –
-29,501
3502
– –
-1,378
3503
– –
-2,565
3504
– –
-39,483
3505
– –
-2,549
3506
– –
-12,304
3507
– –
-11,870
3508
– –
-1,733
3509
– –
-19,376
3510
– –
-16,157
3511
– –
-11,290
3512
– –
-11,152
3513
– –
-16,613
3514
– –
-6,696
3515
– –
-1,304
3516
– –
-58,778
3517
– –
-10,852
3518
– –
-17,814
3519
– –
-1,581
3520
– –
-11,756
3521
– –
-10,291
3522
– –
-11,637
3523
– –
-8,989
3524
– –
-11,037
3525
– –
-6,715
138 139 140
141
142