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
126
$16.1M 0.17%
102,834
+2,034
127
$16M 0.17%
323,045
+18,329
128
$15.9M 0.17%
117,229
+3,621
129
$15.6M 0.16%
112,969
+10,707
130
$15.4M 0.16%
52,070
+6,492
131
$15.4M 0.16%
184,012
-9,138
132
$15.3M 0.16%
291,847
+1,343
133
$15.2M 0.16%
1,609,360
+145,464
134
$15.1M 0.16%
1,361,378
+233,159
135
$14.9M 0.16%
189,989
+16,311
136
$14.9M 0.16%
122,095
-13,794
137
$14.7M 0.16%
83,759
+32,856
138
$14.5M 0.15%
786,176
+165,372
139
$14.2M 0.15%
77,036
-5,666
140
$14M 0.15%
961,192
+25,352
141
$13.9M 0.15%
485,478
-95,766
142
$13.7M 0.15%
124,293
+11,338
143
$13.7M 0.14%
163,751
+3,488
144
$13.3M 0.14%
227,668
-154,240
145
$13.2M 0.14%
98,225
+21,919
146
$13.1M 0.14%
154,286
+4,732
147
$13.1M 0.14%
72,334
+12,093
148
$13.1M 0.14%
207,566
+96,538
149
$13.1M 0.14%
527,296
+162,250
150
$12.9M 0.14%
36,277
-38,379
4 5
6
7 8