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
2176
$26K ﹤0.01%
25,869
2177
$25K ﹤0.01%
512
2178
$24K ﹤0.01%
132
2179
$24K ﹤0.01%
+10,572
2180
$23K ﹤0.01%
1,587
2181
$22K ﹤0.01%
811
+27
2182
$21K ﹤0.01%
514
+40
2183
$20K ﹤0.01%
2,261
+1
2184
$17K ﹤0.01%
850
+250
2185
$12K ﹤0.01%
+484
2186
$12K ﹤0.01%
20,000
2187
– –
-15,339
2188
– –
-15,313
2189
– –
-105
2190
– –
-4,642
2191
– –
-10,400
2192
– –
-7,775
2193
– –
-4,205
2194
– –
-21,923
2195
– –
-225
2196
– –
-10,735
2197
– –
-6,786
2198
– –
-10,994
2199
– –
-15,773
2200
– –
-38,318
86 87
88
89 90