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
101
$20.1M 0.21%
150,230
+1,460
102
$20M 0.21%
466,051
-10,587
103
$20M 0.21%
204,807
-21,525
104
$20M 0.21%
181,701
+16,428
105
$19.9M 0.21%
3,362,080
+442,040
106
$19.7M 0.21%
641,482
+318,725
107
$19.7M 0.21%
301,442
+12,941
108
$19.4M 0.2%
207,559
+6,390
109
$19.4M 0.2%
248,048
-658
110
$19.2M 0.2%
122,078
-33,579
111
$19.1M 0.2%
360,453
-199,877
112
$19M 0.2%
205,429
+860
113
$18.9M 0.2%
249,324
+59,439
114
$18.8M 0.2%
203,247
+6,678
115
$18.7M 0.2%
172,118
+11,572
116
$18.7M 0.2%
297,119
+201,533
117
$17.3M 0.18%
394,697
-18,882
118
$17.3M 0.18%
70,479
+4,799
119
$16.9M 0.18%
320,222
+8,067
120
$16.7M 0.18%
90,117
-7,718
121
$16.7M 0.18%
104,803
+36,360
122
$16.7M 0.18%
354,511
+83,316
123
$16.5M 0.17%
144,111
+962
124
$16.2M 0.17%
292,897
+74,996
125
$16.1M 0.17%
258,681
+54,976
3 4
5
6 7