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
1951
$219K ﹤0.01%
+2,279
1952
$218K ﹤0.01%
+3,448
1953
$218K ﹤0.01%
15,588
-65
1954
$218K ﹤0.01%
+8,343
1955
$218K ﹤0.01%
4,144
-166
1956
$218K ﹤0.01%
+4,363
1957
$217K ﹤0.01%
1,084
-141
1958
$217K ﹤0.01%
23,588
+228
1959
$217K ﹤0.01%
1,452
+9
1960
$217K ﹤0.01%
+9,222
1961
$217K ﹤0.01%
+2,742
1962
$217K ﹤0.01%
+88,600
1963
$216K ﹤0.01%
3,075
-93
1964
$216K ﹤0.01%
29,718
-4,276
1965
$216K ﹤0.01%
13,808
+860
1966
$216K ﹤0.01%
+8,775
1967
$215K ﹤0.01%
9,244
+680
1968
$215K ﹤0.01%
4,227
-103
1969
$215K ﹤0.01%
42,020
-772
1970
$214K ﹤0.01%
16,147
-84,104
1971
$214K ﹤0.01%
43,567
-17,233
1972
$214K ﹤0.01%
+3,840
1973
$213K ﹤0.01%
40,639
+1,750
1974
$212K ﹤0.01%
4,619
+201
1975
$212K ﹤0.01%
+5,096
77 78
79
80 81