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
2076
$131K ﹤0.01%
1,920
-18
2077
$131K ﹤0.01%
10,109
-1,991
2078
$130K ﹤0.01%
12,165
+6
2079
$129K ﹤0.01%
14,736
-1,186
2080
$129K ﹤0.01%
2,038
+10
2081
$127K ﹤0.01%
10,029
-2,380
2082
$125K ﹤0.01%
12,263
+7
2083
$125K ﹤0.01%
11,485
2084
$125K ﹤0.01%
12,113
-2,564
2085
$124K ﹤0.01%
28,395
+5,000
2086
$124K ﹤0.01%
10,777
-4,396
2087
$122K ﹤0.01%
10,545
2088
$119K ﹤0.01%
783
-415
2089
$119K ﹤0.01%
16,000
+750
2090
$119K ﹤0.01%
+11,025
2091
$116K ﹤0.01%
15,381
-567
2092
$114K ﹤0.01%
16,339
+340
2093
$113K ﹤0.01%
33,972
-13,537
2094
$112K ﹤0.01%
22,626
-584,916
2095
$110K ﹤0.01%
+15,757
2096
$109K ﹤0.01%
23,639
-516
2097
$109K ﹤0.01%
10,483
-8,195
2098
$107K ﹤0.01%
4,987
-281
2099
$105K ﹤0.01%
7,343
+1,541
2100
$105K ﹤0.01%
+13,960
82 83
84
85 86