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
301
$5.56M 0.06%
85,843
-6,742
302
$5.55M 0.06%
129,221
+2,376
303
$5.53M 0.06%
38,396
-2,589
304
$5.53M 0.06%
161,355
+28,162
305
$5.51M 0.06%
84,787
+470
306
$5.45M 0.06%
+127,257
307
$5.43M 0.06%
204,762
-329,105
308
$5.41M 0.06%
131,200
-160
309
$5.4M 0.06%
215,975
+44,535
310
$5.39M 0.06%
107,817
+9,220
311
$5.38M 0.06%
+89,801
312
$5.31M 0.06%
22,726
-17
313
$5.29M 0.06%
45,427
+695
314
$5.26M 0.06%
230,160
-33,090
315
$5.24M 0.06%
+104,255
316
$5.23M 0.06%
114,062
+63,370
317
$5.21M 0.06%
193,428
-1,738
318
$5.17M 0.05%
75,061
+9,665
319
$5.14M 0.05%
241,719
-32,394
320
$5.13M 0.05%
64,938
+1,002
321
$5.1M 0.05%
27,372
-879
322
$5.1M 0.05%
22,465
+2,561
323
$5.08M 0.05%
81,064
-29,726
324
$5.06M 0.05%
55,468
+230
325
$5.06M 0.05%
66,312
-1,671
11 12
13
14 15