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
401
$3.98M 0.04%
215,627
-27,081
402
$3.98M 0.04%
81,368
+9,804
403
$3.94M 0.04%
90,300
-13,227
404
$3.94M 0.04%
27,315
+1,338
405
$3.91M 0.04%
132,417
+8,202
406
$3.89M 0.04%
105,107
+17,057
407
$3.88M 0.04%
75,234
-25,630
408
$3.85M 0.04%
93,650
+4,282
409
$3.85M 0.04%
115,692
+34,280
410
$3.84M 0.04%
66,346
-53,522
411
$3.83M 0.04%
103,923
-2,577
412
$3.83M 0.04%
318,496
+198,447
413
$3.82M 0.04%
52,551
-813
414
$3.81M 0.04%
151,910
+11,408
415
$3.8M 0.04%
88,609
-35,128
416
$3.8M 0.04%
49,813
-8,670
417
$3.78M 0.04%
218,940
+15,280
418
$3.78M 0.04%
15,564
-100
419
$3.77M 0.04%
17,111
+2,607
420
$3.75M 0.04%
74,942
+11,686
421
$3.74M 0.04%
9,139
+146
422
$3.73M 0.04%
70,202
-56,716
423
$3.73M 0.04%
77,651
-36,441
424
$3.72M 0.04%
27,532
+1,428
425
$3.72M 0.04%
90,602
+756
15 16
17
18 19