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
1726
$300K ﹤0.01%
7,711
+2,156
1727
$300K ﹤0.01%
30,759
1728
$300K ﹤0.01%
41,000
1729
$300K ﹤0.01%
3,429
+430
1730
$300K ﹤0.01%
8,634
+484
1731
$299K ﹤0.01%
16,495
+1,700
1732
$298K ﹤0.01%
8,478
+413
1733
$298K ﹤0.01%
25,502
+811
1734
$298K ﹤0.01%
3,460
+2
1735
$298K ﹤0.01%
4,416
-2,287
1736
$297K ﹤0.01%
+5,414
1737
$297K ﹤0.01%
10,761
-1,578
1738
$297K ﹤0.01%
+13,724
1739
$297K ﹤0.01%
6,237
-71
1740
$296K ﹤0.01%
9,642
+755
1741
$296K ﹤0.01%
+4,129
1742
$296K ﹤0.01%
27,657
+200
1743
$295K ﹤0.01%
+18,408
1744
$294K ﹤0.01%
12,217
+1,900
1745
$294K ﹤0.01%
5,069
-405
1746
$293K ﹤0.01%
33
+4
1747
$292K ﹤0.01%
13,329
+3,324
1748
$292K ﹤0.01%
92,760
-1,651
1749
$292K ﹤0.01%
34,597
+166
1750
$291K ﹤0.01%
+5,015
68 69
70
71 72