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
1076
$849K 0.01%
28,091
+594
1077
$847K 0.01%
18,960
+3,884
1078
$845K 0.01%
5,427
+118
1079
$842K 0.01%
24,161
+5,677
1080
$841K 0.01%
3,007
-8,075
1081
$838K 0.01%
53,036
-1,337
1082
$835K 0.01%
18,219
-581
1083
$834K 0.01%
74,774
+783
1084
$832K 0.01%
22,271
-9,721
1085
$832K 0.01%
12,043
+3,355
1086
$830K 0.01%
62,024
+15,056
1087
$827K 0.01%
657
-230
1088
$826K 0.01%
30,796
-6,818
1089
$826K 0.01%
31,076
-3,649
1090
$824K 0.01%
44,443
-15
1091
$819K 0.01%
59,279
-200
1092
$819K 0.01%
37,667
+6,191
1093
$818K 0.01%
26,646
-1,216
1094
$817K 0.01%
41,012
-3,451
1095
$816K 0.01%
32,552
+428
1096
$816K 0.01%
16,711
+1,452
1097
$814K 0.01%
49,446
-4,497
1098
$812K 0.01%
28,502
+5,407
1099
$812K 0.01%
34,596
-1,239
1100
$811K 0.01%
61,740
+7,586
42 43
44
45 46