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
26
$50.8M 0.54%
572,852
+21,312
27
$49.9M 0.53%
597,849
+21,013
28
$48.5M 0.51%
1,646,851
-785,674
29
$47.2M 0.5%
242,685
-16,907
30
$47.1M 0.5%
1,943,126
+204,257
31
$46.6M 0.49%
912,952
+756,865
32
$45.6M 0.48%
344,305
+8,380
33
$43.4M 0.46%
393,021
+146,228
34
$42.2M 0.45%
257,611
+3,175
35
$42.2M 0.45%
593,010
+54,257
36
$41.4M 0.44%
276,519
+38,487
37
$41.1M 0.43%
338,605
-10,762
38
$40.8M 0.43%
857,230
-37,337
39
$40.6M 0.43%
677,592
+408,541
40
$39.4M 0.42%
908,469
+198,065
41
$37M 0.39%
3,417,366
+1,217,628
42
$37M 0.39%
364,124
+110,295
43
$36.7M 0.39%
654,052
+5,462
44
$36.4M 0.38%
543,200
+66,662
45
$36.3M 0.38%
646,096
+1,532
46
$35M 0.37%
370,626
+275,254
47
$33.9M 0.36%
674,122
-5,564
48
$33.4M 0.35%
969,618
-25,801
49
$33.3M 0.35%
263,302
+11,945
50
$32.6M 0.34%
392,586
-4,914
1
2
3 4 5