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
1676
$325K ﹤0.01%
6,881
-40
1677
$324K ﹤0.01%
5,609
1678
$323K ﹤0.01%
7,818
+1,071
1679
$321K ﹤0.01%
8,367
-7,961
1680
$321K ﹤0.01%
6,516
-23,662
1681
$321K ﹤0.01%
5,632
-46
1682
$321K ﹤0.01%
+11,762
1683
$320K ﹤0.01%
26,402
+2,214
1684
$319K ﹤0.01%
+3,542
1685
$319K ﹤0.01%
18,527
-59
1686
$318K ﹤0.01%
+7,625
1687
$318K ﹤0.01%
4,775
-192
1688
$318K ﹤0.01%
23,214
+1,738
1689
$317K ﹤0.01%
6,032
+1,027
1690
$317K ﹤0.01%
2,451
-80
1691
$317K ﹤0.01%
12,266
+16
1692
$317K ﹤0.01%
45,926
-726
1693
$317K ﹤0.01%
5,000
1694
$316K ﹤0.01%
26,694
1695
$315K ﹤0.01%
12,635
-601
1696
$314K ﹤0.01%
13,806
-30,737
1697
$313K ﹤0.01%
14,344
-20
1698
$313K ﹤0.01%
7,790
+69
1699
$313K ﹤0.01%
14,057
-668
1700
$313K ﹤0.01%
2,068
+24
66 67
68
69 70