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
1876
$240K ﹤0.01%
9,068
+641
1877
$240K ﹤0.01%
21,347
+335
1878
$240K ﹤0.01%
5,462
-1,020
1879
$240K ﹤0.01%
+5,300
1880
$240K ﹤0.01%
6,240
-5,394
1881
$238K ﹤0.01%
7,448
+954
1882
$238K ﹤0.01%
18,602
-352
1883
$238K ﹤0.01%
+5,858
1884
$238K ﹤0.01%
9,586
+179
1885
$238K ﹤0.01%
13,026
+125
1886
$237K ﹤0.01%
3,630
-142
1887
$237K ﹤0.01%
4,788
+162
1888
$237K ﹤0.01%
10,247
+1,416
1889
$237K ﹤0.01%
23,108
-863
1890
$237K ﹤0.01%
70,661
-6,839
1891
$236K ﹤0.01%
2,287
-2,048
1892
$236K ﹤0.01%
9,925
-250
1893
$235K ﹤0.01%
5,860
+873
1894
$235K ﹤0.01%
4,073
+16
1895
$235K ﹤0.01%
1,587
1896
$235K ﹤0.01%
41,437
+312
1897
$234K ﹤0.01%
4,032
+38
1898
$234K ﹤0.01%
319
+68
1899
$234K ﹤0.01%
8,138
+1,313
1900
$234K ﹤0.01%
9,371
-855
74 75
76
77 78