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
1901
$234K ﹤0.01%
12,000
1902
$233K ﹤0.01%
10,284
+1,112
1903
$233K ﹤0.01%
19,657
+218
1904
$233K ﹤0.01%
2,030
-3,620
1905
$233K ﹤0.01%
+4,158
1906
$232K ﹤0.01%
7,947
+53
1907
$232K ﹤0.01%
4,193
+308
1908
$231K ﹤0.01%
6,562
-3,243
1909
$231K ﹤0.01%
9,032
-157
1910
$231K ﹤0.01%
2,233
-1,851
1911
$230K ﹤0.01%
16,632
-2,790
1912
$230K ﹤0.01%
768
-707
1913
$230K ﹤0.01%
11,179
-3,487
1914
$230K ﹤0.01%
+8,133
1915
$229K ﹤0.01%
2,267
-3,023
1916
$229K ﹤0.01%
21,333
-3,212
1917
$229K ﹤0.01%
6,282
+31
1918
$229K ﹤0.01%
+4,713
1919
$229K ﹤0.01%
2,998
-75
1920
$228K ﹤0.01%
6,625
-375
1921
$228K ﹤0.01%
+4,048
1922
$228K ﹤0.01%
67,413
-242
1923
$228K ﹤0.01%
+9,234
1924
$226K ﹤0.01%
+9,218
1925
$226K ﹤0.01%
+13,056
75 76
77
78 79