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
2151
$51K ﹤0.01%
12,835
-2,744
2152
$50K ﹤0.01%
+18,900
2153
$48K ﹤0.01%
3,636
2154
$47K ﹤0.01%
13,415
+1,209
2155
$46K ﹤0.01%
4,609
2156
$44K ﹤0.01%
1,730
-152
2157
$43K ﹤0.01%
634
-100
2158
$42K ﹤0.01%
900
-83
2159
$42K ﹤0.01%
20,821
+4,970
2160
$42K ﹤0.01%
124
-5
2161
$42K ﹤0.01%
+22,245
2162
$42K ﹤0.01%
356
-336
2163
$41K ﹤0.01%
17,477
-10,546
2164
$41K ﹤0.01%
22,514
+10,579
2165
– –
0
2166
$37K ﹤0.01%
1,065
2167
$36K ﹤0.01%
586
-307
2168
$36K ﹤0.01%
+10,535
2169
$36K ﹤0.01%
18,694
-800
2170
$35K ﹤0.01%
+58
2171
$31K ﹤0.01%
10,010
2172
$31K ﹤0.01%
+710
2173
$30K ﹤0.01%
4,308
2174
$28K ﹤0.01%
+11,940
2175
$27K ﹤0.01%
5,905
+86
85 86
87
88 89