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
701
$1.75M 0.02%
55,621
+16,156
702
$1.75M 0.02%
37,957
703
$1.74M 0.02%
49,843
-10,232
704
$1.74M 0.02%
23,506
+559
705
$1.73M 0.02%
33,901
+10,772
706
$1.73M 0.02%
19,910
-929
707
$1.73M 0.02%
44,675
-107
708
$1.72M 0.02%
40,244
+874
709
$1.71M 0.02%
28
710
$1.7M 0.02%
103,056
-1,461
711
$1.69M 0.02%
105,280
+2,400
712
$1.69M 0.02%
48,206
-4,461
713
$1.69M 0.02%
73,835
+8,810
714
$1.69M 0.02%
19,803
-1,293
715
$1.69M 0.02%
55,096
+8,074
716
$1.68M 0.02%
72,011
+7,445
717
$1.68M 0.02%
26,741
-6,332
718
$1.68M 0.02%
8,248
+3,010
719
$1.67M 0.02%
39,462
+2,380
720
$1.67M 0.02%
73,562
+12,990
721
$1.67M 0.02%
34,356
+585
722
$1.67M 0.02%
+179,225
723
$1.66M 0.02%
22,828
+6,866
724
$1.66M 0.02%
30,184
+396
725
$1.66M 0.02%
13,570
-1,118
27 28
29
30 31