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
2126
$77K ﹤0.01%
13,291
-1,787
2127
$77K ﹤0.01%
1,809
+548
2128
$75K ﹤0.01%
1,307
+54
2129
$73K ﹤0.01%
10,400
2130
$73K ﹤0.01%
1,266
-225
2131
$72K ﹤0.01%
+12,941
2132
$71K ﹤0.01%
11,042
-234
2133
$71K ﹤0.01%
10,335
-913
2134
$70K ﹤0.01%
218
-23
2135
$69K ﹤0.01%
12,941
-6,899
2136
$68K ﹤0.01%
15,688
-2,950
2137
$67K ﹤0.01%
+1,187
2138
$66K ﹤0.01%
19,938
-335
2139
$66K ﹤0.01%
24,959
-17,608
2140
$63K ﹤0.01%
14,691
-1,330
2141
$63K ﹤0.01%
10,853
2142
$62K ﹤0.01%
+2,423
2143
$62K ﹤0.01%
12,445
+370
2144
$61K ﹤0.01%
10,000
2145
$58K ﹤0.01%
17,515
-176
2146
$57K ﹤0.01%
3,090
-1,506
2147
$56K ﹤0.01%
7,118
-56
2148
$53K ﹤0.01%
18,159
-4,831
2149
$53K ﹤0.01%
19,566
+3
2150
$52K ﹤0.01%
2,775