Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.47B
AUM Growth
+$600M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,316
New
Increased
Reduced
Closed

Top Buys

1
+$40.3M
2
+$38.6M
3
+$29.8M
4
ZOM
Zomedica Corp.
ZOM
+$26.7M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$26M

Top Sells

1
+$23.1M
2
+$20M
3
+$18.4M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$16.6M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$13.6M

Sector Composition

1 Technology 5.55%
2 Financials 4.7%
3 Healthcare 4.16%
4 Industrials 3.45%
5 Consumer Discretionary 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$1.47M 0.02%
51,304
+1,591
777
$1.46M 0.02%
70,153
-3,394
778
$1.46M 0.02%
24,459
+9,550
779
$1.46M 0.02%
17,210
+374
780
$1.45M 0.02%
33,532
+15
781
$1.44M 0.02%
13,775
+115
782
$1.44M 0.02%
19,661
+1,454
783
$1.44M 0.02%
30,428
+967
784
$1.44M 0.02%
17,284
-527
785
$1.44M 0.02%
13,439
-147
786
$1.42M 0.02%
49,732
-216
787
$1.42M 0.02%
44,178
-1,608
788
$1.42M 0.02%
109,154
-9,271
789
$1.42M 0.02%
33,317
+24,491
790
$1.42M 0.02%
47,921
-247
791
$1.42M 0.02%
14,193
-4,346
792
$1.42M 0.02%
97,105
+323
793
$1.42M 0.02%
42,894
+24,408
794
$1.42M 0.01%
20,316
+2,766
795
$1.41M 0.01%
21,038
-1,887
796
$1.41M 0.01%
23,343
+270
797
$1.4M 0.01%
11,071
-173
798
$1.39M 0.01%
58,570
-4,803
799
$1.39M 0.01%
14,988
-410
800
$1.39M 0.01%
41,013
+1,030
30 31
32
33 34