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
626
$2.15M 0.02%
39,696
-802
627
$2.14M 0.02%
138,699
+33,223
628
$2.13M 0.02%
46,247
-629
629
$2.12M 0.02%
13,314
-354
630
$2.11M 0.02%
38,202
-15,868
631
$2.1M 0.02%
41,400
+960
632
$2.1M 0.02%
43,664
-2,574
633
$2.08M 0.02%
74,605
+2,955
634
$2.07M 0.02%
43,088
-1,917
635
$2.07M 0.02%
42,098
-8,362
636
$2.06M 0.02%
74,047
+5,910
637
$2.06M 0.02%
34,972
+19,032
638
$2.05M 0.02%
30,038
+825
639
$2.05M 0.02%
21,956
-494
640
$2.04M 0.02%
116,147
-5,147
641
$2.04M 0.02%
18,951
+167
642
$2.04M 0.02%
58,278
-46,599
643
$2.03M 0.02%
242,667
+20,525
644
$2.03M 0.02%
90,309
+2,481
645
$2.03M 0.02%
83,570
-250
646
$2.02M 0.02%
96,938
+1,057
647
$2.02M 0.02%
66,905
+19,130
648
$2.02M 0.02%
34,726
+7,562
649
$2.02M 0.02%
69,063
+5,709
650
$2.01M 0.02%
64,977
-681
24 25
26
27 28