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
1251
$652K 0.01%
18,510
+1,283
1252
$652K 0.01%
41,338
+1,577
1253
$650K 0.01%
27,475
-2,792
1254
$647K 0.01%
15,639
+1,869
1255
$647K 0.01%
27,543
-3,623
1256
$646K 0.01%
19,883
-2,849
1257
$646K 0.01%
6,838
-635
1258
$646K 0.01%
12,223
-2,365
1259
$646K 0.01%
10,807
+1,128
1260
$645K 0.01%
5,422
-52
1261
$644K 0.01%
3,254
+209
1262
$644K 0.01%
23,587
-4,031
1263
$643K 0.01%
22,022
+927
1264
$643K 0.01%
20,036
+1,711
1265
$641K 0.01%
6,565
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1266
$640K 0.01%
7,204
+449
1267
$638K 0.01%
20,856
-400
1268
$637K 0.01%
+24,826
1269
$635K 0.01%
31,389
-13,213
1270
$635K 0.01%
23,306
+7,023
1271
$634K 0.01%
11,470
+426
1272
$634K 0.01%
32,368
-1,822
1273
$633K 0.01%
36,360
+4,589
1274
$632K 0.01%
10,707
+17
1275
$632K 0.01%
34,194
-2,008
49 50
51
52 53