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
351
$4.71M 0.05%
93,539
-1,969
352
$4.68M 0.05%
167,716
+30,331
353
$4.68M 0.05%
192,827
+7,004
354
$4.67M 0.05%
125,599
-3,721
355
$4.67M 0.05%
83,128
-15,657
356
$4.66M 0.05%
127,803
+9,405
357
$4.66M 0.05%
118,222
-33,805
358
$4.65M 0.05%
384,118
+38,657
359
$4.64M 0.05%
15,082
-11,573
360
$4.64M 0.05%
76,026
+2,459
361
$4.62M 0.05%
69,146
+16,928
362
$4.61M 0.05%
178,408
+130,392
363
$4.6M 0.05%
34,279
+2,714
364
$4.59M 0.05%
15,429
+18
365
$4.58M 0.05%
38,314
-2,898
366
$4.58M 0.05%
66,260
-11,056
367
$4.57M 0.05%
79,932
+5,588
368
$4.57M 0.05%
126,766
+43,233
369
$4.56M 0.05%
58,484
+1,411
370
$4.53M 0.05%
33,216
+11,944
371
$4.52M 0.05%
61,044
-1,137
372
$4.52M 0.05%
88,020
+1,893
373
$4.5M 0.05%
81,092
+60,169
374
$4.49M 0.05%
54,754
+231
375
$4.49M 0.05%
77,259
+1,978
13 14
15
16 17