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
476
$3.26M 0.03%
28,103
-185
477
$3.26M 0.03%
66,252
-106,170
478
$3.25M 0.03%
268,710
+75,040
479
$3.25M 0.03%
131,702
+255
480
$3.24M 0.03%
+906,977
481
$3.23M 0.03%
86,046
+6,230
482
$3.21M 0.03%
172,489
+15,175
483
$3.19M 0.03%
140,245
-54,302
484
$3.18M 0.03%
41,704
+9,793
485
$3.17M 0.03%
111,085
-24,542
486
$3.16M 0.03%
41,060
+7,306
487
$3.16M 0.03%
114,288
+10,945
488
$3.16M 0.03%
35,971
+993
489
$3.15M 0.03%
27,193
-1,207
490
$3.15M 0.03%
102,622
+15,071
491
$3.13M 0.03%
39,812
+34,918
492
$3.13M 0.03%
171,465
-1,500
493
$3.1M 0.03%
37,073
-2,344
494
$3.07M 0.03%
40,354
+30,618
495
$3.06M 0.03%
29,539
+168
496
$3.06M 0.03%
125,853
+9,158
497
$3.05M 0.03%
56,577
+6,785
498
$3.05M 0.03%
94,097
-2,596
499
$3.04M 0.03%
43,596
+267
500
$3.02M 0.03%
30,769
-661
18 19
20
21 22