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
1376
$520K 0.01%
13,525
-1,185
1377
$519K 0.01%
24,027
-928
1378
$519K 0.01%
10,400
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1379
$517K 0.01%
19,481
+3,831
1380
$517K 0.01%
5,165
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1381
$516K 0.01%
10,449
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1382
$516K 0.01%
15,469
+153
1383
$516K 0.01%
11,196
+2,309
1384
$514K 0.01%
10,690
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1385
$512K 0.01%
57,409
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$509K 0.01%
7,099
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1387
$509K 0.01%
8,175
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1388
$509K 0.01%
61,284
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1389
$509K 0.01%
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1390
$507K 0.01%
55,639
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$505K 0.01%
112,122
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1392
$504K 0.01%
36,975
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1393
$503K 0.01%
13,692
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1394
$503K 0.01%
14,457
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1395
$502K 0.01%
3,797
-6,754
1396
$502K 0.01%
11,618
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$499K 0.01%
6,827
+3,390
1398
$499K 0.01%
25,714
+1,590
1399
$496K 0.01%
32,155
-169
1400
$495K 0.01%
13,212
-2,396