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
1401
$494K 0.01%
11,742
+537
1402
$494K 0.01%
13,572
-419
1403
$493K 0.01%
10,762
-69
1404
$493K 0.01%
1,747
+31
1405
$493K 0.01%
17,831
+70
1406
$493K 0.01%
9,915
-919
1407
$492K 0.01%
11,511
+78
1408
$492K 0.01%
26,241
-1,910
1409
$489K 0.01%
17,447
+7,685
1410
$489K 0.01%
8,918
+348
1411
$489K 0.01%
4,620
-58
1412
$489K 0.01%
18,077
+2,012
1413
$488K 0.01%
12,656
+4,259
1414
$485K 0.01%
2,852
+45
1415
$485K 0.01%
4,262
-40
1416
$484K 0.01%
6,636
-439
1417
$483K 0.01%
7,584
+2,034
1418
$483K 0.01%
16,192
+1,688
1419
$478K 0.01%
6,880
-1,514
1420
$478K 0.01%
34,922
+129
1421
$476K 0.01%
34,840
-5,025
1422
$476K 0.01%
31,481
-1,205
1423
$476K 0.01%
7,898
-3,751
1424
$473K 0.01%
19,953
+3,112
1425
$473K 0.01%
5,866
-86
55 56
57
58 59