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
601
$2.31M 0.02%
238,419
-1,039
602
$2.31M 0.02%
32,035
+1,605
603
$2.3M 0.02%
64,480
-790
604
$2.29M 0.02%
29,819
-265
605
$2.28M 0.02%
46,320
+1,598
606
$2.28M 0.02%
90,601
+72,263
607
$2.27M 0.02%
87,885
-1,672
608
$2.25M 0.02%
42,411
+16,393
609
$2.25M 0.02%
142,530
+99,032
610
$2.24M 0.02%
334,065
-11,605
611
$2.23M 0.02%
106,918
+9,975
612
$2.23M 0.02%
28,233
-1,112
613
$2.22M 0.02%
154,361
+83,552
614
$2.21M 0.02%
39,901
-1,611
615
$2.2M 0.02%
121,826
-2,648
616
$2.2M 0.02%
67,225
-2,985
617
$2.19M 0.02%
89,207
+5,614
618
$2.19M 0.02%
59,720
+32,967
619
$2.19M 0.02%
37,343
+4,317
620
$2.18M 0.02%
17,967
+469
621
$2.18M 0.02%
+40,663
622
$2.17M 0.02%
94,263
+156
623
$2.17M 0.02%
12,982
+3,168
624
$2.17M 0.02%
60,591
-3,232
625
$2.15M 0.02%
45,035
-18,920
23 24
25
26 27