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
926
$1.09M 0.01%
47,517
+1,186
927
$1.08M 0.01%
26,758
-899
928
$1.08M 0.01%
167,830
-95,682
929
$1.08M 0.01%
11,974
+828
930
$1.08M 0.01%
11,344
+7,383
931
$1.08M 0.01%
25,064
+9,203
932
$1.07M 0.01%
10,900
-383
933
$1.07M 0.01%
14,677
-2,811
934
$1.07M 0.01%
13,900
-3,442
935
$1.07M 0.01%
87,748
+6,418
936
$1.07M 0.01%
68,976
-61
937
$1.07M 0.01%
81,779
+6,632
938
$1.06M 0.01%
103,475
-7,355
939
$1.06M 0.01%
37,925
+4,421
940
$1.05M 0.01%
23,027
-473
941
$1.05M 0.01%
14,316
-3,743
942
$1.05M 0.01%
53,066
-16,390
943
$1.05M 0.01%
15,405
+1
944
$1.04M 0.01%
34,178
-13,826
945
$1.04M 0.01%
15,547
-1,843
946
$1.04M 0.01%
6,292
+122
947
$1.04M 0.01%
30,964
-767
948
$1.04M 0.01%
31,017
-4,910
949
$1.04M 0.01%
17,688
-1,165
950
$1.04M 0.01%
66,614
-8,233
36 37
38
39 40