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
1926
$226K ﹤0.01%
6,446
-1,422
1927
$225K ﹤0.01%
23,514
+203
1928
$225K ﹤0.01%
+7,223
1929
$225K ﹤0.01%
17,764
+20
1930
$224K ﹤0.01%
14,200
-5,235
1931
$224K ﹤0.01%
5,761
+173
1932
$224K ﹤0.01%
100,328
-842
1933
$223K ﹤0.01%
10,492
-368
1934
$223K ﹤0.01%
3,518
-137
1935
$223K ﹤0.01%
3,355
+122
1936
$222K ﹤0.01%
7,022
-205
1937
$222K ﹤0.01%
18,930
+87
1938
$222K ﹤0.01%
17,135
-3,516
1939
$221K ﹤0.01%
+2,832
1940
$221K ﹤0.01%
+3,855
1941
$221K ﹤0.01%
+3,365
1942
$221K ﹤0.01%
+4,954
1943
$221K ﹤0.01%
5,178
-306
1944
$220K ﹤0.01%
8,514
-87
1945
$220K ﹤0.01%
14,100
-690
1946
$220K ﹤0.01%
18,466
+7
1947
$220K ﹤0.01%
115,760
1948
$220K ﹤0.01%
17,126
-6,586
1949
$219K ﹤0.01%
5,199
+64
1950
$219K ﹤0.01%
3,465
-324
76 77
78
79 80