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
1426
$1.81M 0.01%
43,389
+38,307
1427
$1.8M 0.01%
77,902
+12,941
1428
$1.8M 0.01%
7,405
-121
1429
$1.79M 0.01%
61,632
+29,922
1430
$1.79M 0.01%
57,114
+49,531
1431
$1.79M 0.01%
40,497
-5,182
1432
$1.79M 0.01%
34,952
+8,347
1433
$1.79M 0.01%
34,334
-8
1434
$1.79M 0.01%
11,193
+863
1435
$1.79M 0.01%
78,907
+6,164
1436
$1.79M 0.01%
20,445
+633
1437
$1.79M 0.01%
11,622
-506
1438
$1.78M 0.01%
62,161
+3,416
1439
$1.78M 0.01%
10,448
-14,254
1440
$1.78M 0.01%
38,281
+7,712
1441
$1.78M 0.01%
+34,746
1442
$1.78M 0.01%
7,717
-860
1443
$1.78M 0.01%
73,065
-4,589
1444
$1.78M 0.01%
118,850
+23,351
1445
$1.78M 0.01%
314,450
+19,500
1446
$1.78M 0.01%
47,993
+340
1447
$1.77M 0.01%
116,791
-4,146
1448
$1.77M 0.01%
46,846
-64
1449
$1.77M 0.01%
73,637
+29,596
1450
$1.77M 0.01%
11,285
+2
56 57
58
59 60