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
151
$12.8M 0.14%
532,961
+32,117
152
$12.8M 0.14%
222,259
+73,491
153
$12.7M 0.13%
149,304
-4,648
154
$12.6M 0.13%
159,583
-18,594
155
$12.5M 0.13%
425,864
+37,246
156
$12.5M 0.13%
205,250
+3,095
157
$12.5M 0.13%
545,235
-20,690
158
$12.2M 0.13%
248,403
+86,004
159
$12.2M 0.13%
146,146
+21,252
160
$12.1M 0.13%
232,669
-2,767
161
$12.1M 0.13%
575,794
+32,918
162
$12M 0.13%
216,980
-2,387
163
$11.8M 0.12%
287,722
+1,468
164
$11.7M 0.12%
563,534
+74,384
165
$11.6M 0.12%
108,918
-13,283
166
$11.5M 0.12%
182,038
+16,656
167
$11.5M 0.12%
160,902
+17,030
168
$11.4M 0.12%
727,188
+15,661
169
$11.4M 0.12%
172,057
+15,702
170
$11.1M 0.12%
239,436
-9,862
171
$11.1M 0.12%
169,410
+2,516
172
$11M 0.12%
155,319
-8,907
173
$11M 0.12%
209,485
+11,329
174
$10.9M 0.11%
44,559
+8,636
175
$10.9M 0.11%
987,510
+34,470
5 6
7
8 9