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
2201
– –
-11,138
2202
– –
-6,408
2203
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-5,995
2204
– –
-11,161
2205
– –
-7,002
2206
– –
-12,297
2207
– –
-87,535
2208
– –
-3,110
2209
– –
-24,680
2210
– –
-3,341
2211
– –
-4,652
2212
– –
-10,329
2213
– –
-8,919
2214
– –
-16,334
2215
– –
-4,588
2216
– –
-8,995
2217
– –
-120,440
2218
– –
-7,416
2219
– –
-26,253
2220
– –
-5,662
2221
– –
-16,368
2222
– –
-20,737
2223
– –
-14,893
2224
– –
-12,368
2225
– –
-20,474
87 88
89
90 91