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
1051
$878K 0.01%
31,612
-12,944
1052
$876K 0.01%
18,522
-978
1053
$876K 0.01%
1,030,310
+49,967
1054
$875K 0.01%
34,380
+1,552
1055
$873K 0.01%
103,249
+231
1056
$872K 0.01%
57,005
-10,355
1057
$871K 0.01%
16,828
+8,821
1058
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5,161
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66,856
+51
1060
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9,107
+1,203
1061
$865K 0.01%
28,878
+10,515
1062
$862K 0.01%
92,352
-425
1063
$861K 0.01%
8,600
-850
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16,972
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4,204
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24,228
-1,853
1068
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38,220
1069
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18,800
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35,158
-3,013
1071
$852K 0.01%
58,759
-32,445
1072
$852K 0.01%
24,578
-4,044
1073
$851K 0.01%
4,499
-240
1074
$850K 0.01%
17,198
+1,268
1075
$850K 0.01%
17,787
-1,002
41 42
43
44 45