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
326
$5.06M 0.05%
98,966
+55,248
327
$5.05M 0.05%
157,103
-13,576
328
$5.04M 0.05%
37,915
+2,395
329
$5.02M 0.05%
98,151
+21,573
330
$5.01M 0.05%
156,678
+111,230
331
$4.97M 0.05%
80,678
+15,265
332
$4.97M 0.05%
173,374
+42,876
333
$4.96M 0.05%
248,656
+1,346
334
$4.94M 0.05%
560,301
+123,712
335
$4.93M 0.05%
109,802
-6,944
336
$4.92M 0.05%
114,364
-3,706
337
$4.91M 0.05%
161,586
-16,729
338
$4.91M 0.05%
82,928
+2,253
339
$4.9M 0.05%
161,277
+35,269
340
$4.87M 0.05%
71,984
+1,480
341
$4.82M 0.05%
230,554
+10,564
342
$4.81M 0.05%
68,721
+28,116
343
$4.81M 0.05%
125,205
+41,799
344
$4.8M 0.05%
29,368
-1,099
345
$4.79M 0.05%
+61,172
346
$4.75M 0.05%
440,928
+22,581
347
$4.74M 0.05%
31,196
+587
348
$4.73M 0.05%
21,614
+1,626
349
$4.73M 0.05%
43,356
-2,426
350
$4.72M 0.05%
56,827
-913
12 13
14
15 16