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
1476
$433K ﹤0.01%
41,150
+15,000
1477
$432K ﹤0.01%
20,068
+1,903
1478
$431K ﹤0.01%
7,452
+26
1479
$431K ﹤0.01%
+18,042
1480
$430K ﹤0.01%
3,442
-18
1481
$430K ﹤0.01%
8,515
-245
1482
$429K ﹤0.01%
4,990
+1,260
1483
$429K ﹤0.01%
23,769
+9
1484
$428K ﹤0.01%
6,776
+1,113
1485
$428K ﹤0.01%
15,418
1486
$428K ﹤0.01%
13,515
+525
1487
$427K ﹤0.01%
14,328
+204
1488
$427K ﹤0.01%
2,460
+100
1489
$426K ﹤0.01%
8,813
-4,355
1490
$424K ﹤0.01%
7,617
+629
1491
$424K ﹤0.01%
+15,350
1492
$423K ﹤0.01%
10,632
+432
1493
$422K ﹤0.01%
4,647
+338
1494
$421K ﹤0.01%
13,127
-287
1495
$421K ﹤0.01%
1,910
-6,916
1496
$420K ﹤0.01%
1,755
-55
1497
$420K ﹤0.01%
26,049
+726
1498
$420K ﹤0.01%
33,946
+242
1499
$418K ﹤0.01%
+15,355
1500
$418K ﹤0.01%
16,766
-1,121