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
501
$3.01M 0.03%
362,969
+8,355
502
$2.99M 0.03%
65,576
-508
503
$2.96M 0.03%
58,355
-1,299
504
$2.95M 0.03%
92,657
+15,664
505
$2.95M 0.03%
205,822
+2,464
506
$2.95M 0.03%
65,444
+3,784
507
$2.95M 0.03%
109,021
+99,912
508
$2.95M 0.03%
34,570
-2,052
509
$2.94M 0.03%
93,921
-2,339
510
$2.94M 0.03%
154,441
+2,427
511
$2.94M 0.03%
53,670
+175
512
$2.93M 0.03%
82,972
+11,065
513
$2.93M 0.03%
83,200
-2,439
514
$2.92M 0.03%
128,726
+6,857
515
$2.92M 0.03%
54,087
+18,002
516
$2.91M 0.03%
66,656
-14,714
517
$2.89M 0.03%
111,525
+7,999
518
$2.88M 0.03%
167,086
-4,589
519
$2.88M 0.03%
182,505
+500
520
$2.88M 0.03%
53,663
+2,047
521
$2.88M 0.03%
124,848
-6,426
522
$2.88M 0.03%
38,166
+34,564
523
$2.85M 0.03%
46,312
+13,926
524
$2.85M 0.03%
161,286
-6,552
525
$2.85M 0.03%
52,757
+1,934
19 20
21
22 23