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
1026
$926K 0.01%
27,478
-171,596
1027
$925K 0.01%
58,009
+912
1028
$921K 0.01%
+36,736
1029
$920K 0.01%
15,744
+9,599
1030
$919K 0.01%
8,866
+465
1031
$918K 0.01%
37,494
-739
1032
$918K 0.01%
39,872
+7,514
1033
$917K 0.01%
71,092
-150
1034
$913K 0.01%
30,996
-187
1035
$911K 0.01%
43,223
-606
1036
$906K 0.01%
26,381
+250
1037
$906K 0.01%
15,539
-1,028
1038
$903K 0.01%
8,586
-787
1039
$902K 0.01%
27,694
1040
$894K 0.01%
29,140
-202
1041
$892K 0.01%
18,589
-3,395
1042
$891K 0.01%
17,798
+12,912
1043
$890K 0.01%
31,516
-6,472
1044
$889K 0.01%
20,678
-6,623
1045
$888K 0.01%
13,502
-15,985
1046
$887K 0.01%
+5,143
1047
$885K 0.01%
87,999
-3,471
1048
$881K 0.01%
11,779
+2,906
1049
$880K 0.01%
3,772
+3
1050
$879K 0.01%
19,865
+1,266
40 41
42
43 44