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
1526
$405K ﹤0.01%
23,705
-4,325
1527
$405K ﹤0.01%
6,634
-248
1528
$403K ﹤0.01%
53,393
+2,057
1529
$403K ﹤0.01%
11,470
-2,287
1530
$402K ﹤0.01%
6,649
-1,991
1531
$402K ﹤0.01%
8,100
+225
1532
$401K ﹤0.01%
12,034
+3,009
1533
$401K ﹤0.01%
17,128
-1,451
1534
$401K ﹤0.01%
5,875
-16,600
1535
$400K ﹤0.01%
+16,026
1536
$399K ﹤0.01%
3,006
+49
1537
$399K ﹤0.01%
4,672
+949
1538
$398K ﹤0.01%
32,987
+2,257
1539
$398K ﹤0.01%
578
+13
1540
$397K ﹤0.01%
29,073
+4,562
1541
$397K ﹤0.01%
6,076
+171
1542
$396K ﹤0.01%
20,395
+650
1543
$392K ﹤0.01%
35,583
-4,570
1544
$392K ﹤0.01%
10,488
-537
1545
$392K ﹤0.01%
12,794
+4,988
1546
$392K ﹤0.01%
45,760
+985
1547
$391K ﹤0.01%
+3,971
1548
$391K ﹤0.01%
3,507
+3
1549
$391K ﹤0.01%
13,649
+912
1550
$391K ﹤0.01%
3,546
60 61
62
63 64