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
801
$1.39M 0.01%
+42,987
802
$1.39M 0.01%
14,064
+648
803
$1.38M 0.01%
51,501
+27,120
804
$1.38M 0.01%
22,492
+3,244
805
$1.38M 0.01%
21,982
-1,515
806
$1.38M 0.01%
14,088
-528
807
$1.37M 0.01%
47,856
-2,000
808
$1.37M 0.01%
27,362
-1,874
809
$1.36M 0.01%
38,765
+703
810
$1.36M 0.01%
58,054
+28,126
811
$1.36M 0.01%
26,200
+14,838
812
$1.36M 0.01%
106,550
-2,247
813
$1.36M 0.01%
22,336
+1,504
814
$1.36M 0.01%
12,629
-2,418
815
$1.36M 0.01%
+24,154
816
$1.35M 0.01%
28,530
-2,474
817
$1.35M 0.01%
7,030
-784
818
$1.35M 0.01%
10,060
+536
819
$1.34M 0.01%
54,576
+4,423
820
$1.34M 0.01%
17,417
+901
821
$1.34M 0.01%
14,339
-4,171
822
$1.34M 0.01%
30,442
-742
823
$1.34M 0.01%
36,982
-591
824
$1.33M 0.01%
33,024
-3,144
825
$1.33M 0.01%
35,385
+12,890
31 32
33
34 35