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
426
$3.69M 0.04%
33,250
-3,743
427
$3.68M 0.04%
201,197
+38,790
428
$3.67M 0.04%
158,142
+6,576
429
$3.66M 0.04%
71,612
+327
430
$3.65M 0.04%
34,280
-7,682
431
$3.65M 0.04%
45,236
-879
432
$3.64M 0.04%
55,188
-1,813
433
$3.64M 0.04%
6,189
-2,554
434
$3.63M 0.04%
80,697
+30,141
435
$3.61M 0.04%
22,035
+2,969
436
$3.58M 0.04%
43,382
-2,999
437
$3.57M 0.04%
40,786
+3,250
438
$3.57M 0.04%
195,260
+15,387
439
$3.56M 0.04%
21,352
-203
440
$3.55M 0.04%
50,633
+1,540
441
$3.55M 0.04%
101,655
-25,505
442
$3.54M 0.04%
17,093
+1,796
443
$3.54M 0.04%
128,990
-6,537
444
$3.51M 0.04%
62,202
+5,024
445
$3.5M 0.04%
68,870
+3,593
446
$3.5M 0.04%
248,581
+15,185
447
$3.5M 0.04%
78,440
-165,376
448
$3.49M 0.04%
86,981
+1,883
449
$3.48M 0.04%
235,723
+9,215
450
$3.47M 0.04%
20,164
+15,666
16 17
18
19 20