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
576
$2.48M 0.03%
76,830
-4,965
577
$2.48M 0.03%
94,728
-20,224
578
$2.47M 0.03%
20,793
+1,560
579
$2.47M 0.03%
18,619
-2,168
580
$2.46M 0.03%
16,855
+188
581
$2.44M 0.03%
35,292
-573
582
$2.43M 0.03%
131,365
+500
583
$2.42M 0.03%
7,076
+1,189
584
$2.42M 0.03%
35,470
+258
585
$2.42M 0.03%
179,991
+14,174
586
$2.41M 0.03%
65,875
+7,925
587
$2.41M 0.03%
17,186
+4,743
588
$2.4M 0.03%
52,284
-35,168
589
$2.38M 0.03%
14,027
-1,912
590
$2.37M 0.03%
189,439
-5,159
591
$2.36M 0.03%
192,400
-6,758
592
$2.36M 0.03%
14,944
+974
593
$2.36M 0.02%
82,945
-5,379
594
$2.34M 0.02%
18,393
-1,428
595
$2.34M 0.02%
12,572
-243
596
$2.34M 0.02%
58,260
+1,552
597
$2.33M 0.02%
35,262
+1,517
598
$2.32M 0.02%
32,238
-154,984
599
$2.32M 0.02%
30,759
-261
600
$2.31M 0.02%
77,983
-94,482
22 23
24
25 26