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
2101
$104K ﹤0.01%
+10,986
2102
$104K ﹤0.01%
3,589
-907
2103
$103K ﹤0.01%
10,224
-586
2104
$103K ﹤0.01%
14,705
-9,576
2105
$102K ﹤0.01%
10,116
-140
2106
$101K ﹤0.01%
11,504
+126
2107
$98K ﹤0.01%
2,248
-436
2108
$98K ﹤0.01%
+14,894
2109
$98K ﹤0.01%
2,008
2110
$95K ﹤0.01%
+12,298
2111
$93K ﹤0.01%
11,911
+570
2112
$91K ﹤0.01%
11,805
-174
2113
$89K ﹤0.01%
+2,002
2114
$88K ﹤0.01%
3,123
+54
2115
$87K ﹤0.01%
13,619
-28,124
2116
$87K ﹤0.01%
+1,579
2117
$86K ﹤0.01%
4,916
+31
2118
$86K ﹤0.01%
+27,283
2119
$85K ﹤0.01%
18,928
+1,275
2120
$84K ﹤0.01%
14,334
-1,505
2121
$84K ﹤0.01%
18,550
2122
$83K ﹤0.01%
17,978
-2,444
2123
$82K ﹤0.01%
12,530
+2,160
2124
$78K ﹤0.01%
16,783
-2,992
2125
$78K ﹤0.01%
12,229
-6,400
83 84
85
86 87