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
76
$25.7M 0.27%
531,011
+24,617
77
$25.3M 0.27%
312,450
+4,992
78
$24.3M 0.26%
738,465
+34,433
79
$24.2M 0.26%
227,200
+15,254
80
$24.1M 0.25%
71,953
+5,378
81
$24M 0.25%
556,772
+7,903
82
$23.6M 0.25%
188,836
-1,632
83
$23.2M 0.25%
909,553
-94,534
84
$23.2M 0.25%
191,225
-3,172
85
$23.1M 0.24%
1,400,842
+234,350
86
$22.9M 0.24%
139,101
+7,757
87
$22.7M 0.24%
1,191,817
-25,011
88
$22.7M 0.24%
235,918
+24,992
89
$22.4M 0.24%
450,916
-16,845
90
$22.3M 0.24%
164,394
-31,357
91
$22.3M 0.24%
790,901
+41,041
92
$22M 0.23%
829,200
-84,576
93
$21.9M 0.23%
193,800
+30,333
94
$21.7M 0.23%
575,984
-9,230
95
$21.4M 0.23%
161,224
+472
96
$21.2M 0.22%
373,491
-47,062
97
$20.7M 0.22%
528,740
+24,600
98
$20.5M 0.22%
370,078
-27,746
99
$20.4M 0.22%
351,486
+1,591
100
$20.3M 0.21%
103,414
+8,301
2 3
4
5 6