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
951
$1.04M 0.01%
81,880
-5,520
952
$1.03M 0.01%
18,093
-4,075
953
$1.03M 0.01%
30,841
+3,174
954
$1.03M 0.01%
35,791
+15,659
955
$1.02M 0.01%
41,416
-1,183
956
$1.02M 0.01%
559,040
-14,238
957
$1.02M 0.01%
46,556
+8,630
958
$1.02M 0.01%
6,011
+70
959
$1.02M 0.01%
9,795
-13
960
$1.02M 0.01%
24,847
-336
961
$1.02M 0.01%
11,330
+845
962
$1.02M 0.01%
135,581
+2,143
963
$1.02M 0.01%
21,748
+269
964
$1.02M 0.01%
51,717
+18,760
965
$1.01M 0.01%
30,123
+581
966
$1.01M 0.01%
+12,818
967
$1.01M 0.01%
48,984
+39,135
968
$1.01M 0.01%
24,107
-7,772
969
$1.01M 0.01%
11,361
-737
970
$1M 0.01%
79,306
-139,659
971
$1M 0.01%
68,790
+10,950
972
$1M 0.01%
13,632
-913
973
$1M 0.01%
12,823
-74
974
$1M 0.01%
55,269
+11,705
975
$999K 0.01%
30,081
-207
37 38
39
40 41