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
551
$2.66M 0.03%
25,512
+2,304
552
$2.62M 0.03%
29,956
+4,134
553
$2.62M 0.03%
28,155
+699
554
$2.61M 0.03%
16,214
+137
555
$2.6M 0.03%
77,028
+13,968
556
$2.6M 0.03%
53,643
+43,408
557
$2.59M 0.03%
61,759
-13,426
558
$2.58M 0.03%
75,862
+41,729
559
$2.57M 0.03%
51,830
-6,380
560
$2.56M 0.03%
116,296
-49,955
561
$2.56M 0.03%
151,195
+122,884
562
$2.56M 0.03%
54,983
+6,325
563
$2.55M 0.03%
278,206
+207,804
564
$2.52M 0.03%
95,263
-6,538
565
$2.51M 0.03%
204,785
+11,429
566
$2.51M 0.03%
56,448
+20
567
$2.51M 0.03%
37,523
+5,417
568
$2.51M 0.03%
137,240
+87,540
569
$2.5M 0.03%
40,057
-3,821
570
$2.5M 0.03%
25,901
-2,280
571
$2.5M 0.03%
38,118
-59,646
572
$2.5M 0.03%
24,371
-2,352
573
$2.5M 0.03%
+8,517
574
$2.49M 0.03%
58,779
+25,884
575
$2.49M 0.03%
169,188
-12,505
21 22
23
24 25