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
1651
$334K ﹤0.01%
4,317
+813
1652
$334K ﹤0.01%
26,720
+4,045
1653
$334K ﹤0.01%
11,294
1654
$333K ﹤0.01%
8,805
+1,832
1655
$333K ﹤0.01%
17,632
+2,309
1656
$333K ﹤0.01%
5,094
+161
1657
$332K ﹤0.01%
26,615
-254
1658
$332K ﹤0.01%
11,231
-13,464
1659
$332K ﹤0.01%
6,286
-104
1660
$332K ﹤0.01%
+19,091
1661
$331K ﹤0.01%
7,887
+291
1662
$331K ﹤0.01%
+13,087
1663
$330K ﹤0.01%
11,031
+1,475
1664
$329K ﹤0.01%
25,816
+94
1665
$329K ﹤0.01%
26,628
+1,004
1666
$329K ﹤0.01%
9,226
-1,867
1667
$328K ﹤0.01%
16,741
+82
1668
$327K ﹤0.01%
2,960
+15
1669
$326K ﹤0.01%
7,289
+1,654
1670
$326K ﹤0.01%
+8,894
1671
$326K ﹤0.01%
311
+17
1672
$326K ﹤0.01%
12,243
-2,884
1673
$326K ﹤0.01%
8,012
-6,907
1674
$325K ﹤0.01%
5,911
-73
1675
$325K ﹤0.01%
5,986
-235
65 66
67
68 69