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
1501
$418K ﹤0.01%
18,748
-305
1502
$418K ﹤0.01%
15,582
1503
$416K ﹤0.01%
5,575
+574
1504
$416K ﹤0.01%
5,892
-134
1505
$416K ﹤0.01%
32,305
+102
1506
$415K ﹤0.01%
6,216
+466
1507
$413K ﹤0.01%
15,077
+644
1508
$412K ﹤0.01%
12,380
+509
1509
$412K ﹤0.01%
17,374
-449
1510
$411K ﹤0.01%
10,602
-1,751
1511
$411K ﹤0.01%
2,157
-190
1512
$411K ﹤0.01%
+27,897
1513
$410K ﹤0.01%
32,474
+700
1514
$410K ﹤0.01%
4,189
+18
1515
$410K ﹤0.01%
16,604
-1,724
1516
$409K ﹤0.01%
21,565
-3,695
1517
$409K ﹤0.01%
4,855
+881
1518
$409K ﹤0.01%
6,016
-985
1519
$409K ﹤0.01%
6,399
+1
1520
$408K ﹤0.01%
15,808
+3,076
1521
$408K ﹤0.01%
4,105
+29
1522
$407K ﹤0.01%
1,265
-12
1523
$407K ﹤0.01%
18,688
+6,946
1524
$407K ﹤0.01%
10,760
+2,320
1525
$406K ﹤0.01%
8,304
-2,356
59 60
61
62 63