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
1426
$472K 0.01%
+8,850
1427
$472K 0.01%
29,804
-100
1428
$471K 0.01%
19,378
-5,985
1429
$471K 0.01%
30,587
+785
1430
$470K 0.01%
3,006
+70
1431
$470K 0.01%
29,069
-2,340
1432
$470K 0.01%
9,490
-5,188
1433
$469K 0.01%
11,991
-945
1434
$469K 0.01%
74,150
+803
1435
$466K ﹤0.01%
4,680
-18
1436
$464K ﹤0.01%
11,469
+1
1437
$464K ﹤0.01%
13,081
+6,543
1438
$463K ﹤0.01%
21,272
+366
1439
$462K ﹤0.01%
9,159
-251
1440
$461K ﹤0.01%
16,824
-34,722
1441
$461K ﹤0.01%
16,455
+91
1442
$461K ﹤0.01%
5,117
+121
1443
$461K ﹤0.01%
7,937
+220
1444
$461K ﹤0.01%
22,817
+5,995
1445
$459K ﹤0.01%
1,813
+659
1446
$458K ﹤0.01%
25,618
+224
1447
$458K ﹤0.01%
27,430
-5,622
1448
$456K ﹤0.01%
34,832
+378
1449
$455K ﹤0.01%
9,325
-48,241
1450
$455K ﹤0.01%
+32,870