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
1001
$962K 0.01%
29,425
+1,157
1002
$959K 0.01%
52,245
+991
1003
$959K 0.01%
18,863
-14
1004
$959K 0.01%
28,954
-37,252
1005
$957K 0.01%
85,626
+187
1006
$956K 0.01%
33,517
+205
1007
$955K 0.01%
43,296
+7,026
1008
$954K 0.01%
26,698
+4,130
1009
$954K 0.01%
32,419
-8,214
1010
$950K 0.01%
21,850
+3,055
1011
$948K 0.01%
37,538
+11,121
1012
$948K 0.01%
27,085
+1,620
1013
$944K 0.01%
18,200
+12,799
1014
$944K 0.01%
32,765
+7,373
1015
$943K 0.01%
30,202
-76,506
1016
$943K 0.01%
3,471
-1,538
1017
$943K 0.01%
85,821
+21,959
1018
$941K 0.01%
45,515
+9,599
1019
$940K 0.01%
13,739
+1,580
1020
$940K 0.01%
14,177
+7,101
1021
$937K 0.01%
55,150
+16,832
1022
$933K 0.01%
32,266
+11,088
1023
$932K 0.01%
57,961
+3,671
1024
$932K 0.01%
33,992
-1,603
1025
$929K 0.01%
24,456
+1,245
39 40
41
42 43