Cambridge Investment Research Advisors Portfolio holdings
AUM
$37.8B
1-Year Est. Return
20.47%
This Fund
S&P 500
1 Year Est. Return
+20.47%
AUM
$29.4B
AUM Growth
+$2.35B
(+8.7%)
Holding
3,554
Top Buys
| 1 | +$69M | |
| 2 | +$47.8M | |
| 3 | +$30.9M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$27.5M |
| 5 |
Vanguard Total Bond Market
BND
|
+$25.5M |
Top Sells
| 1 | +$28.7M | |
| 2 | +$26.1M | |
| 3 | +$19.9M | |
| 4 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
+$19.4M |
| 5 |
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% |