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
751
$1.57M 0.02%
11,911
-35,032
752
$1.56M 0.02%
29,160
-382
753
$1.56M 0.02%
53,561
+45,344
754
$1.55M 0.02%
82,351
-6,021
755
$1.55M 0.02%
5,332
+147
756
$1.55M 0.02%
15,329
+24
757
$1.54M 0.02%
13,792
+549
758
$1.54M 0.02%
72,873
+950
759
$1.53M 0.02%
43,502
+5,946
760
$1.52M 0.02%
44,644
+4,479
761
$1.52M 0.02%
104,001
+8,566
762
$1.51M 0.02%
39,605
+12,218
763
$1.51M 0.02%
56,539
+12,703
764
$1.5M 0.02%
+54,666
765
$1.49M 0.02%
119,683
+21,646
766
$1.49M 0.02%
21,152
+11,344
767
$1.49M 0.02%
25,370
-1,024
768
$1.49M 0.02%
+41,081
769
$1.49M 0.02%
22,424
-58
770
$1.48M 0.02%
+46,625
771
$1.48M 0.02%
34,302
+75
772
$1.48M 0.02%
52,138
+11,834
773
$1.48M 0.02%
64,165
+1,675
774
$1.47M 0.02%
67,590
+5,393
775
$1.47M 0.02%
40,507
-2,802
29 30
31
32 33