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
526
$2.85M 0.03%
74,814
+6,412
527
$2.85M 0.03%
170,724
+56,926
528
$2.85M 0.03%
+672,477
529
$2.84M 0.03%
43,929
-1,087
530
$2.84M 0.03%
47,498
-1,261
531
$2.81M 0.03%
124,453
-2,915
532
$2.78M 0.03%
41,455
+2,071
533
$2.77M 0.03%
79,849
+1,046
534
$2.77M 0.03%
149,971
+1,195
535
$2.76M 0.03%
81,189
+5,918
536
$2.73M 0.03%
54,960
+877
537
$2.73M 0.03%
35,330
+3,599
538
$2.73M 0.03%
67,916
+2,841
539
$2.72M 0.03%
105,639
-3,380
540
$2.72M 0.03%
11,430
-670
541
$2.72M 0.03%
120,755
-1,315
542
$2.71M 0.03%
39,619
-391
543
$2.71M 0.03%
19,566
-1,970
544
$2.7M 0.03%
135,074
+10,722
545
$2.69M 0.03%
58,200
546
$2.69M 0.03%
56,813
+10,807
547
$2.68M 0.03%
72,344
-9,408
548
$2.67M 0.03%
32,944
+6,258
549
$2.66M 0.03%
+188,695
550
$2.66M 0.03%
161,556
+27,694
20 21
22
23 24