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
1201
$707K 0.01%
110,746
-3,567
1202
$706K 0.01%
13,528
-1,120
1203
$705K 0.01%
40,793
+1,392
1204
$704K 0.01%
17,317
-7,461
1205
$704K 0.01%
40,695
-732
1206
$703K 0.01%
32,026
-1,158
1207
$703K 0.01%
38,859
+947
1208
$703K 0.01%
8,281
-644
1209
$701K 0.01%
88,959
+1,300
1210
$700K 0.01%
14,854
+1,657
1211
$697K 0.01%
54,743
-170,744
1212
$697K 0.01%
38,781
-20,988
1213
$696K 0.01%
20,315
+3,475
1214
$694K 0.01%
21,211
-295
1215
$694K 0.01%
14,121
+9,320
1216
$692K 0.01%
553
-4
1217
$692K 0.01%
23,424
+4
1218
$691K 0.01%
17,334
+9,453
1219
$685K 0.01%
7,363
-429
1220
$684K 0.01%
+58,320
1221
$684K 0.01%
+16,590
1222
$684K 0.01%
13,410
+2,812
1223
$683K 0.01%
15,403
-137
1224
$682K 0.01%
26,175
+9,791
1225
$680K 0.01%
6,489
+337
47 48
49
50 51