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
1851
$254K ﹤0.01%
+5,872
1852
$254K ﹤0.01%
4,355
-779
1853
$253K ﹤0.01%
19,980
+740
1854
$252K ﹤0.01%
15,261
-716
1855
$252K ﹤0.01%
10,185
+2
1856
$252K ﹤0.01%
24,529
-182,433
1857
$252K ﹤0.01%
9,752
+1,361
1858
$252K ﹤0.01%
+12,262
1859
$252K ﹤0.01%
3,121
-91
1860
$251K ﹤0.01%
9,529
-556
1861
$251K ﹤0.01%
18,061
+636
1862
$250K ﹤0.01%
13,267
+521
1863
$250K ﹤0.01%
16,792
+1,103
1864
$249K ﹤0.01%
5,914
+201
1865
$248K ﹤0.01%
12,191
-6,630
1866
$247K ﹤0.01%
+12,064
1867
$246K ﹤0.01%
2,256
+75
1868
$245K ﹤0.01%
+3,431
1869
$244K ﹤0.01%
151,284
-3,485
1870
$244K ﹤0.01%
3,240
-648
1871
$244K ﹤0.01%
11,689
-470
1872
$243K ﹤0.01%
+4,840
1873
$243K ﹤0.01%
2,386
-266
1874
$241K ﹤0.01%
14,653
+875
1875
$241K ﹤0.01%
5,656
+75
73 74
75
76 77