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
1551
$390K ﹤0.01%
9,627
+4,381
1552
$389K ﹤0.01%
40,036
-1,148
1553
$389K ﹤0.01%
+5,497
1554
$387K ﹤0.01%
8,839
+123
1555
$386K ﹤0.01%
+2,778
1556
$386K ﹤0.01%
2,942
-424
1557
$385K ﹤0.01%
6,107
+874
1558
$385K ﹤0.01%
+4,570
1559
$384K ﹤0.01%
4,756
-24
1560
$384K ﹤0.01%
10,731
-896
1561
$384K ﹤0.01%
7,315
-1,604
1562
$383K ﹤0.01%
29,197
+1,025
1563
$382K ﹤0.01%
+14,579
1564
$382K ﹤0.01%
27,138
+4,330
1565
$382K ﹤0.01%
13,073
+1,459
1566
$380K ﹤0.01%
7,961
-292
1567
$379K ﹤0.01%
6,936
-305
1568
$378K ﹤0.01%
15,024
-4,285
1569
$378K ﹤0.01%
3,412
+409
1570
$378K ﹤0.01%
34,643
+1,378
1571
$378K ﹤0.01%
10,648
+3,511
1572
$378K ﹤0.01%
11,642
-407
1573
$377K ﹤0.01%
25,354
+6,448
1574
$377K ﹤0.01%
13,144
1575
$377K ﹤0.01%
4,675
-270