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
1226
$680K 0.01%
13,335
-455
1227
$679K 0.01%
11,508
-1,125
1228
$678K 0.01%
4,811
-181
1229
$678K 0.01%
19,457
+6,667
1230
$677K 0.01%
38,984
+1,545
1231
$677K 0.01%
13,308
+110
1232
$673K 0.01%
38,475
+7,445
1233
$673K 0.01%
12,125
+360
1234
$673K 0.01%
16,765
-2,150
1235
$671K 0.01%
7,141
-1,931
1236
$670K 0.01%
70,530
+5,451
1237
$667K 0.01%
14,530
+1,545
1238
$666K 0.01%
12,643
+7,493
1239
$665K 0.01%
9,888
+284
1240
$660K 0.01%
9,459
-103
1241
$659K 0.01%
80,908
+1,752
1242
$658K 0.01%
5,044
+146
1243
$657K 0.01%
6,437
-27,743
1244
$657K 0.01%
18,021
+8,214
1245
$656K 0.01%
10,916
-660
1246
$656K 0.01%
26,958
+15,262
1247
$655K 0.01%
19,838
+4,620
1248
$655K 0.01%
16,130
+147
1249
$654K 0.01%
10,335
+276
1250
$652K 0.01%
40,225
+11,472
48 49
50
51 52