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
51
$32.5M 0.34%
416,348
-18,210
52
$32.5M 0.34%
575,080
+25,720
53
$32.3M 0.34%
207,262
-24,808
54
$32.1M 0.34%
270,478
+46,994
55
$32M 0.34%
164,059
+15,492
56
$31.4M 0.33%
451,368
+137,361
57
$31.2M 0.33%
1,123,331
+601,953
58
$29.6M 0.31%
530,800
+13,620
59
$29.3M 0.31%
1,784,910
+444,375
60
$28.9M 0.31%
456,067
+82,045
61
$28.8M 0.3%
282,941
-25,209
62
$28.8M 0.3%
277,165
+15,409
63
$28.7M 0.3%
275,172
+5,261
64
$28.2M 0.3%
451,625
+63,362
65
$28.1M 0.3%
268,234
-5,104
66
$28.1M 0.3%
1,109,440
+157,522
67
$27.9M 0.29%
1,522,356
+105,657
68
$27.8M 0.29%
918,170
+57,633
69
$27.6M 0.29%
191,985
+20,185
70
$27.4M 0.29%
335,787
+31,009
71
$27.2M 0.29%
12,079,080
+11,884,480
72
$27.2M 0.29%
573,079
-30,983
73
$27.2M 0.29%
197,337
+119,733
74
$27M 0.28%
245,999
-11,072
75
$26.2M 0.28%
313,530
-1,372
1 2
3
4 5