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
1301
$608K 0.01%
14,399
-7,433
1302
$606K 0.01%
40,503
-2,318
1303
$602K 0.01%
34,908
-1,533
1304
$602K 0.01%
8,323
+4,234
1305
$601K 0.01%
14,824
-919
1306
$601K 0.01%
22,629
-1,018
1307
$601K 0.01%
12,736
-60,664
1308
$600K 0.01%
19,833
+1,984
1309
$599K 0.01%
2,044
+692
1310
$599K 0.01%
12,952
+3,452
1311
$599K 0.01%
14,531
-2,201
1312
$598K 0.01%
1,696
+165
1313
$595K 0.01%
9,141
+90
1314
$594K 0.01%
5,331
-532
1315
$589K 0.01%
29,596
-4,216
1316
$586K 0.01%
40,547
+6,480
1317
$586K 0.01%
19,500
-1,547
1318
$585K 0.01%
20,183
-3,454
1319
$582K 0.01%
11,053
-3,083
1320
$581K 0.01%
17,914
+5,271
1321
$580K 0.01%
8,891
-22
1322
$579K 0.01%
5,457
-3,404
1323
$579K 0.01%
17,918
-4,667
1324
$579K 0.01%
107,988
+650
1325
$576K 0.01%
11,068
-79
51 52
53
54 55