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
651
$2.01M 0.02%
159,812
-93,590
652
$2M 0.02%
44,180
+23,484
653
$1.99M 0.02%
+148,522
654
$1.97M 0.02%
419,044
-29,225
655
$1.97M 0.02%
8,685
+450
656
$1.97M 0.02%
80,451
+14,608
657
$1.96M 0.02%
65,904
+43,975
658
$1.95M 0.02%
38,048
-21,034
659
$1.95M 0.02%
29,682
+1,076
660
$1.94M 0.02%
50,658
+4,573
661
$1.93M 0.02%
60,009
+4,216
662
$1.93M 0.02%
35,214
+7,468
663
$1.92M 0.02%
+78,902
664
$1.92M 0.02%
103,126
+4,359
665
$1.92M 0.02%
41,236
-448
666
$1.91M 0.02%
33,046
+6,930
667
$1.91M 0.02%
50,268
+5,497
668
$1.9M 0.02%
28,918
+9,460
669
$1.89M 0.02%
19,732
+357
670
$1.89M 0.02%
25,281
+28
671
$1.88M 0.02%
122,883
+13,606
672
$1.88M 0.02%
54,855
+1,365
673
$1.88M 0.02%
58,320
+11,673
674
$1.88M 0.02%
48,961
+2,204
675
$1.88M 0.02%
28,970
+4,215
25 26
27
28 29