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
726
$1.64M 0.02%
22,237
+3,282
727
$1.64M 0.02%
34,385
-2,967
728
$1.64M 0.02%
68,452
+1,372
729
$1.63M 0.02%
19,165
+254
730
$1.63M 0.02%
18,966
-102
731
$1.62M 0.02%
18,392
-938
732
$1.62M 0.02%
32,036
-3,364
733
$1.61M 0.02%
35,516
-488
734
$1.61M 0.02%
61,406
+48,883
735
$1.6M 0.02%
38,754
+9,383
736
$1.6M 0.02%
10,956
-1,391
737
$1.6M 0.02%
132,832
+6,964
738
$1.59M 0.02%
9,564
+65
739
$1.59M 0.02%
82,500
-21,460
740
$1.59M 0.02%
44,568
+1,232
741
$1.59M 0.02%
33,697
-1,901
742
$1.59M 0.02%
31,662
+26,562
743
$1.58M 0.02%
17,214
+763
744
$1.58M 0.02%
118,790
+538
745
$1.58M 0.02%
12,666
+692
746
$1.57M 0.02%
105,078
+9,129
747
$1.57M 0.02%
22,523
-692
748
$1.57M 0.02%
37,219
-20,357
749
$1.57M 0.02%
13,085
-292
750
$1.57M 0.02%
46,689
+903
28 29
30
31 32