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
3526
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-11,290
3527
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-11,152
3528
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-16,613
3529
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-6,696
3530
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3531
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-58,778
3532
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-10,852
3533
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-17,814
3534
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-1,581
3535
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3536
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3537
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-3,904
3538
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3539
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3540
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-10,394
3541
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-9,374
3542
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3543
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3544
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3545
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3546
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3547
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-7,507
3548
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-2,771
3549
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-32,408
3550
– –
-1,037
138 139 140 141
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