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
1176
$734K 0.01%
18,774
+1,791
1177
$733K 0.01%
20,100
-1,986
1178
$732K 0.01%
7,134
-368
1179
$732K 0.01%
42,093
-1,263
1180
$729K 0.01%
11,719
-1,422
1181
$729K 0.01%
+52,775
1182
$728K 0.01%
84,205
+2,902
1183
$727K 0.01%
6,858
-232
1184
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9,644
-50,574
1185
$721K 0.01%
21,054
+1,140
1186
$721K 0.01%
8,996
+182
1187
$720K 0.01%
14,765
+135
1188
$714K 0.01%
22,584
1189
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13,336
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1190
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4,309
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1191
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7,551
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8,531
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$712K 0.01%
30,919
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1194
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10,819
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1195
$711K 0.01%
33,025
+20,385
1196
$711K 0.01%
31,053
+304
1197
$710K 0.01%
4,173
-397
1198
$709K 0.01%
7,740
-16,206
1199
$709K 0.01%
15,972
-4,307
1200
$708K 0.01%
6,034
+34