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
1626
$345K ﹤0.01%
+13,252
1627
$345K ﹤0.01%
8,026
-3
1628
$345K ﹤0.01%
2,046
-441
1629
$343K ﹤0.01%
8,828
-79
1630
$342K ﹤0.01%
13,018
+718
1631
$341K ﹤0.01%
8,616
-6,295
1632
$341K ﹤0.01%
15,676
-8,213
1633
$340K ﹤0.01%
1,585
-717
1634
$340K ﹤0.01%
6,476
-37
1635
$339K ﹤0.01%
+3,378
1636
$339K ﹤0.01%
2,170
+838
1637
$338K ﹤0.01%
3,143
-176
1638
$337K ﹤0.01%
7,059
-948
1639
$337K ﹤0.01%
4,447
-170
1640
$337K ﹤0.01%
13,991
+3,059
1641
$337K ﹤0.01%
9,514
+114
1642
$336K ﹤0.01%
74,668
-26,674
1643
$336K ﹤0.01%
+3,353
1644
$335K ﹤0.01%
7,404
1645
$335K ﹤0.01%
4,347
+274
1646
$335K ﹤0.01%
13,498
+2,253
1647
$335K ﹤0.01%
+6,656
1648
$335K ﹤0.01%
24,931
-28,454
1649
$335K ﹤0.01%
27,721
+14
1650
$334K ﹤0.01%
7,090
-1,127
64 65
66
67 68