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
1151
$757K 0.01%
31,547
+13,533
1152
$756K 0.01%
10,477
+6,763
1153
$756K 0.01%
5,403
+28
1154
$756K 0.01%
5,212
+113
1155
$756K 0.01%
26,944
-98,314
1156
$754K 0.01%
17,240
+11,385
1157
$753K 0.01%
38,548
-970
1158
$752K 0.01%
5,479
+119
1159
$751K 0.01%
3,380
+25
1160
$749K 0.01%
30,951
-5,403
1161
$749K 0.01%
+58,877
1162
$747K 0.01%
20,750
+2,984
1163
$747K 0.01%
20,152
+2,830
1164
$747K 0.01%
14,443
-4,689
1165
$746K 0.01%
12,928
+2,836
1166
$744K 0.01%
2,698
+52
1167
$741K 0.01%
26,053
+541
1168
$741K 0.01%
4,754
-266
1169
$739K 0.01%
61,295
+542
1170
$738K 0.01%
19,823
+19
1171
$737K 0.01%
+13,520
1172
$736K 0.01%
56,317
-4,270
1173
$736K 0.01%
27,315
+759
1174
$735K 0.01%
11,670
+614
1175
$735K 0.01%
12,652
-5,646
45 46
47
48 49