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
1451
$454K ﹤0.01%
14,247
-184
1452
$452K ﹤0.01%
7,233
-230
1453
$451K ﹤0.01%
61,372
+97
1454
$449K ﹤0.01%
19,492
-1,259
1455
$449K ﹤0.01%
2,632
+592
1456
$449K ﹤0.01%
8,698
+1,570
1457
$449K ﹤0.01%
12,951
+2,470
1458
$448K ﹤0.01%
7,520
-119
1459
$448K ﹤0.01%
+4,035
1460
$447K ﹤0.01%
12,012
+566
1461
$446K ﹤0.01%
8,039
+69
1462
$445K ﹤0.01%
2,051
-1,193
1463
$444K ﹤0.01%
6,970
+148
1464
$444K ﹤0.01%
4,317
-201
1465
$443K ﹤0.01%
22,123
+5,895
1466
$443K ﹤0.01%
6,136
-150
1467
$442K ﹤0.01%
5,995
-119
1468
$440K ﹤0.01%
1,244
+183
1469
$440K ﹤0.01%
34,744
-3,995
1470
$438K ﹤0.01%
9,161
+755
1471
$437K ﹤0.01%
14,619
+81
1472
$437K ﹤0.01%
+6,051
1473
$436K ﹤0.01%
7,869
+852
1474
$436K ﹤0.01%
6,467
+547
1475
$436K ﹤0.01%
68,636
+3,948
57 58
59
60 61