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
226
$8.16M 0.09%
166,950
-40,060
227
$8.13M 0.09%
135,231
+19,464
228
$8.12M 0.09%
382,164
+231,665
229
$8.1M 0.09%
197,597
+14,600
230
$8.07M 0.09%
233,704
+13,888
231
$8M 0.08%
72,886
-2,302
232
$7.99M 0.08%
271,240
-7,660
233
$7.98M 0.08%
83,835
+44,412
234
$7.91M 0.08%
86,373
+55,383
235
$7.9M 0.08%
131,808
+7,733
236
$7.88M 0.08%
275,749
-50,649
237
$7.88M 0.08%
177,983
+1,437
238
$7.74M 0.08%
264,361
+216,123
239
$7.74M 0.08%
216,123
+12,836
240
$7.65M 0.08%
72,805
+7,914
241
$7.53M 0.08%
201,940
+173,343
242
$7.49M 0.08%
90,619
+60,151
243
$7.46M 0.08%
69,917
-22,002
244
$7.46M 0.08%
168,210
+4,189
245
$7.44M 0.08%
160,311
-750
246
$7.42M 0.08%
121,654
+30,379
247
$7.37M 0.08%
52,022
+4,132
248
$7.33M 0.08%
101,352
+12,240
249
$7.31M 0.08%
107,109
+49,676
250
$7.3M 0.08%
85,952
-2,477
8 9
10
11 12