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
1801
$273K ﹤0.01%
13,238
-1,113
1802
$272K ﹤0.01%
3,609
-20
1803
$272K ﹤0.01%
991
-61
1804
$272K ﹤0.01%
7,417
-1
1805
$272K ﹤0.01%
11,517
+627
1806
$272K ﹤0.01%
+9,212
1807
$271K ﹤0.01%
17,807
-896
1808
$271K ﹤0.01%
5,379
+75
1809
$271K ﹤0.01%
+9,060
1810
$271K ﹤0.01%
7,574
-722
1811
$271K ﹤0.01%
3,794
+93
1812
$270K ﹤0.01%
5,458
+1,433
1813
$269K ﹤0.01%
6,450
1814
$268K ﹤0.01%
16,800
+1,500
1815
$268K ﹤0.01%
4,307
+125
1816
$268K ﹤0.01%
3,168
+46
1817
$267K ﹤0.01%
4,523
+198
1818
$266K ﹤0.01%
6,523
1819
$266K ﹤0.01%
+10,800
1820
$265K ﹤0.01%
+5,050
1821
$264K ﹤0.01%
+9,267
1822
$263K ﹤0.01%
+8,689
1823
$263K ﹤0.01%
7,190
+615
1824
$263K ﹤0.01%
+3,252
1825
$263K ﹤0.01%
6,067
-2,486
71 72
73
74 75