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
676
$1.87M 0.02%
216,600
-3,200
677
$1.87M 0.02%
62,255
+4,902
678
$1.86M 0.02%
290,870
+237,849
679
$1.86M 0.02%
84,093
+1,765
680
$1.85M 0.02%
57,683
-5,878
681
$1.85M 0.02%
60,286
+23,024
682
$1.84M 0.02%
32,191
-6,654
683
$1.84M 0.02%
50,852
+14,612
684
$1.84M 0.02%
181,081
-9,288
685
$1.82M 0.02%
193,454
+8,916
686
$1.82M 0.02%
40,693
-910
687
$1.79M 0.02%
30,892
+1,282
688
$1.79M 0.02%
28,778
+4,286
689
$1.78M 0.02%
72,263
+3,513
690
$1.78M 0.02%
8,447
+6
691
$1.77M 0.02%
38,311
+2,828
692
$1.77M 0.02%
41,842
-2,461
693
$1.77M 0.02%
190,681
+8,996
694
$1.77M 0.02%
22,597
+1,270
695
$1.77M 0.02%
40,733
+1,783
696
$1.76M 0.02%
7,554
+5,320
697
$1.75M 0.02%
57,819
-3,502
698
$1.75M 0.02%
16,665
+2
699
$1.75M 0.02%
48,700
+189
700
$1.75M 0.02%
12,882
-792
26 27
28
29 30