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
451
$3.46M 0.04%
92,303
+1,067
452
$3.46M 0.04%
86,445
-1,421
453
$3.45M 0.04%
141,531
+3,452
454
$3.43M 0.04%
59,166
+16,550
455
$3.43M 0.04%
33,283
-5,461
456
$3.41M 0.04%
156,852
+2,457
457
$3.4M 0.04%
214,690
+30,820
458
$3.38M 0.04%
169,292
-3,738
459
$3.37M 0.04%
135,654
-1,553
460
$3.37M 0.04%
77,274
+2,169
461
$3.36M 0.04%
134,094
+63,638
462
$3.33M 0.04%
94,334
+774
463
$3.33M 0.04%
58,682
+3,575
464
$3.32M 0.04%
77,531
-2,707
465
$3.32M 0.04%
24,438
-558
466
$3.31M 0.04%
99,084
+14,934
467
$3.31M 0.04%
48,950
-3,567
468
$3.31M 0.03%
92,996
+78,564
469
$3.3M 0.03%
55,497
+41,217
470
$3.29M 0.03%
135,958
+15,548
471
$3.28M 0.03%
247,287
+3,942
472
$3.28M 0.03%
41,344
-4,329
473
$3.27M 0.03%
85,060
+3,412
474
$3.27M 0.03%
32,861
+8,167
475
$3.27M 0.03%
68,660
+1,004
17 18
19
20 21