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
851
$1.28M 0.01%
122,674
+108,266
852
$1.28M 0.01%
19,688
+758
853
$1.28M 0.01%
25,003
+4,344
854
$1.28M 0.01%
21,858
+79
855
$1.28M 0.01%
12,677
+2,594
856
$1.28M 0.01%
34,935
-1,465
857
$1.27M 0.01%
14,996
+1,049
858
$1.27M 0.01%
47,913
+21
859
$1.27M 0.01%
64,911
+9,639
860
$1.27M 0.01%
113,967
-4,841
861
$1.26M 0.01%
45,982
+842
862
$1.26M 0.01%
10,390
+1,787
863
$1.26M 0.01%
21,495
+5,759
864
$1.25M 0.01%
91,959
+3,807
865
$1.25M 0.01%
7,827
+319
866
$1.25M 0.01%
12,615
-185,748
867
$1.25M 0.01%
8,457
+3,234
868
$1.25M 0.01%
19,791
+3,202
869
$1.25M 0.01%
+54,898
870
$1.24M 0.01%
41,319
+1,983
871
$1.24M 0.01%
86,442
-1,495
872
$1.23M 0.01%
16,554
+210
873
$1.22M 0.01%
5,827
+3,895
874
$1.22M 0.01%
3,952
+1,000
875
$1.22M 0.01%
145,844
-1,459
33 34
35
36 37