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
901
$1.16M 0.01%
8,958
+250
902
$1.15M 0.01%
12,156
-450
903
$1.15M 0.01%
38,049
-13,997
904
$1.15M 0.01%
+29,669
905
$1.14M 0.01%
41,916
+10,226
906
$1.14M 0.01%
15,558
+9,843
907
$1.14M 0.01%
+13,566
908
$1.14M 0.01%
9,449
-584
909
$1.14M 0.01%
21,408
+404
910
$1.13M 0.01%
21,401
+563
911
$1.13M 0.01%
7,110
-1,916
912
$1.13M 0.01%
20,038
-112
913
$1.13M 0.01%
22,468
-7,557
914
$1.12M 0.01%
6,617
-4,283
915
$1.12M 0.01%
10,246
+272
916
$1.12M 0.01%
16,957
-1,247
917
$1.12M 0.01%
17,893
+13,324
918
$1.12M 0.01%
+22,796
919
$1.11M 0.01%
100,002
-4,742
920
$1.11M 0.01%
15,651
+874
921
$1.11M 0.01%
18,874
+350
922
$1.1M 0.01%
49,839
-1,445
923
$1.1M 0.01%
19,282
-1,004
924
$1.1M 0.01%
1,016
+32
925
$1.09M 0.01%
20,640
-270
35 36
37
38 39