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
251
$7.3M 0.08%
412,152
+44,739
252
$7.26M 0.08%
39,549
+2,645
253
$7.07M 0.07%
136,356
+2,050
254
$7.03M 0.07%
214,395
+14,553
255
$7.02M 0.07%
252,260
+11,810
256
$6.96M 0.07%
85,629
+2,414
257
$6.89M 0.07%
79,073
-7,044
258
$6.82M 0.07%
61,860
+643
259
$6.8M 0.07%
33,301
+1,722
260
$6.73M 0.07%
128,343
+35,248
261
$6.64M 0.07%
77,574
+7,259
262
$6.6M 0.07%
+220,002
263
$6.6M 0.07%
144,424
+1,539
264
$6.56M 0.07%
294,052
-3,461
265
$6.55M 0.07%
97,926
+3,818
266
$6.53M 0.07%
103,899
+15,957
267
$6.52M 0.07%
207,541
+46,185
268
$6.47M 0.07%
102,996
+38,584
269
$6.45M 0.07%
61,227
-29,895
270
$6.43M 0.07%
272,745
+31,504
271
$6.41M 0.07%
58,391
+24,041
272
$6.33M 0.07%
51,766
-1,173
273
$6.29M 0.07%
47,160
+22,510
274
$6.28M 0.07%
124,429
+18,533
275
$6.26M 0.07%
276,124
-5,257
9 10
11
12 13