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
1776
$281K ﹤0.01%
8,932
+762
1777
$281K ﹤0.01%
14,006
+54
1778
$279K ﹤0.01%
7,243
+139
1779
$279K ﹤0.01%
807
+6
1780
$279K ﹤0.01%
8,073
+641
1781
$278K ﹤0.01%
6,413
-578
1782
$278K ﹤0.01%
14,010
1783
$278K ﹤0.01%
1,436
-563
1784
$277K ﹤0.01%
+9,261
1785
$277K ﹤0.01%
+4,318
1786
$277K ﹤0.01%
+1,605
1787
$277K ﹤0.01%
+5,310
1788
$277K ﹤0.01%
18,498
+4,437
1789
$277K ﹤0.01%
15,604
-500
1790
$277K ﹤0.01%
6,429
+800
1791
$276K ﹤0.01%
+5,428
1792
$276K ﹤0.01%
1,822
+8
1793
$275K ﹤0.01%
25,125
+983
1794
$274K ﹤0.01%
7,042
-186
1795
$274K ﹤0.01%
7,996
1796
$274K ﹤0.01%
+10,682
1797
$274K ﹤0.01%
+3,509
1798
$274K ﹤0.01%
3,893
-1
1799
$274K ﹤0.01%
2,374
-712
1800
$274K ﹤0.01%
3,550
+53