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
1751
$290K ﹤0.01%
+8,861
1752
$290K ﹤0.01%
+13,444
1753
$290K ﹤0.01%
12,540
-746
1754
$289K ﹤0.01%
9,489
+702
1755
$289K ﹤0.01%
5,780
-469
1756
$288K ﹤0.01%
+9,265
1757
$288K ﹤0.01%
37,553
+20,793
1758
$288K ﹤0.01%
30,527
-355
1759
$287K ﹤0.01%
11,073
-1,449
1760
$286K ﹤0.01%
3,529
-88
1761
$286K ﹤0.01%
20,009
-563
1762
$285K ﹤0.01%
2,858
+247
1763
$285K ﹤0.01%
2,295
-13
1764
$284K ﹤0.01%
2,367
-269
1765
$284K ﹤0.01%
8,729
-1,863
1766
$284K ﹤0.01%
22,200
+135
1767
$284K ﹤0.01%
+11,863
1768
$283K ﹤0.01%
16,110
+1,636
1769
$283K ﹤0.01%
3,936
-4,871
1770
$283K ﹤0.01%
13,117
-1,089
1771
$283K ﹤0.01%
+4,622
1772
$282K ﹤0.01%
6,579
-2,920
1773
$282K ﹤0.01%
6,221
1774
$282K ﹤0.01%
23,300
-390
1775
$281K ﹤0.01%
4,202
-205
69 70
71
72 73