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
1326
$573K 0.01%
21,134
-2,695
1327
$572K 0.01%
20,457
+13,120
1328
$571K 0.01%
11,590
-70
1329
$571K 0.01%
8,032
+1,793
1330
$571K 0.01%
7,276
+720
1331
$567K 0.01%
25,465
+433
1332
$566K 0.01%
11,925
+429
1333
$566K 0.01%
10,695
+283
1334
$565K 0.01%
6,656
+3
1335
$563K 0.01%
109,608
+3,028
1336
$563K 0.01%
11,727
1337
$558K 0.01%
5,714
-5,062
1338
$558K 0.01%
33,697
+5,074
1339
$558K 0.01%
17,556
-1,726
1340
$556K 0.01%
25,597
+2,898
1341
$555K 0.01%
5,379
-525
1342
$554K 0.01%
5,108
-64
1343
$554K 0.01%
20,138
-1,000
1344
$553K 0.01%
3,875
+390
1345
$552K 0.01%
43,344
+15,044
1346
$550K 0.01%
4,579
-262
1347
$550K 0.01%
6,426
-655
1348
$548K 0.01%
19,062
+287
1349
$547K 0.01%
69,014
+4,663
1350
$547K 0.01%
32,190
-1,260
52 53
54
55 56