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
376
$4.46M 0.05%
64,465
+5,590
377
$4.45M 0.05%
82,518
+3,541
378
$4.44M 0.05%
29,445
-691
379
$4.36M 0.05%
86,396
-18,785
380
$4.34M 0.05%
+337,632
381
$4.33M 0.05%
29,944
+2,435
382
$4.33M 0.05%
104,771
-9,244
383
$4.31M 0.05%
19,760
+2,494
384
$4.26M 0.05%
119,424
-62,358
385
$4.25M 0.04%
280,617
+5,060
386
$4.24M 0.04%
31,365
+4,304
387
$4.21M 0.04%
102,592
-9,158
388
$4.2M 0.04%
29,933
+84
389
$4.2M 0.04%
86,612
-173,448
390
$4.18M 0.04%
56,361
+2,712
391
$4.14M 0.04%
144,364
+1,634
392
$4.12M 0.04%
11,947
+479
393
$4.11M 0.04%
116,865
+34,063
394
$4.1M 0.04%
428,411
+9,041
395
$4.09M 0.04%
233,682
+5,624
396
$4.08M 0.04%
37,116
-536
397
$4.08M 0.04%
88,283
-6,721
398
$4.03M 0.04%
115,907
+22,494
399
$4M 0.04%
54,559
-19,190
400
$4M 0.04%
31,070
+516
14 15
16
17 18