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
1276
$631K 0.01%
10,203
+661
1277
$628K 0.01%
21,439
+12,772
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$628K 0.01%
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8,562
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$624K 0.01%
6,601
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1281
$622K 0.01%
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1282
$622K 0.01%
22,934
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1283
$622K 0.01%
4,727
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1284
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13,257
-385
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$620K 0.01%
19,337
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1286
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8,758
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$618K 0.01%
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1288
$617K 0.01%
46,154
+29,868
1289
$616K 0.01%
14,481
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1290
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23,953
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5,247
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21,112
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1295
$612K 0.01%
25,133
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$612K 0.01%
51,778
+8,766
1297
$610K 0.01%
28,200
-42,655
1298
$609K 0.01%
13,475
-146
1299
$609K 0.01%
34,994
+226
1300
$608K 0.01%
9,600
-333