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
1601
$362K ﹤0.01%
13,853
-5,790
1602
$361K ﹤0.01%
27,448
+6,577
1603
$360K ﹤0.01%
20,221
-838
1604
$359K ﹤0.01%
2,660
-148
1605
$359K ﹤0.01%
29,170
1606
$358K ﹤0.01%
21,540
+1,357
1607
$358K ﹤0.01%
884
-2
1608
$358K ﹤0.01%
+38,140
1609
$357K ﹤0.01%
18,315
1610
$357K ﹤0.01%
18,809
+60
1611
$357K ﹤0.01%
+2,121
1612
$356K ﹤0.01%
14,074
+2,710
1613
$355K ﹤0.01%
7,238
+3,042
1614
$355K ﹤0.01%
3,938
+481
1615
$354K ﹤0.01%
16,000
-92
1616
$354K ﹤0.01%
7,973
+132
1617
$350K ﹤0.01%
30,230
1618
$348K ﹤0.01%
2,339
+409
1619
$348K ﹤0.01%
27,869
+58
1620
$348K ﹤0.01%
10,581
+436
1621
$348K ﹤0.01%
5,814
+1,329
1622
$346K ﹤0.01%
24,958
+5,380
1623
$346K ﹤0.01%
10,878
+4,440
1624
$346K ﹤0.01%
12,913
+1,685
1625
$346K ﹤0.01%
6,399
-794
63 64
65
66 67