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
176
$10.9M 0.11%
99,316
+2,977
177
$10.8M 0.11%
132,578
-203,838
178
$10.6M 0.11%
680,610
+53,831
179
$10.6M 0.11%
204,756
-205,255
180
$10.6M 0.11%
110,850
+2,462
181
$10.6M 0.11%
408,607
+142,430
182
$10.6M 0.11%
91,521
+9,345
183
$10.5M 0.11%
500,428
+44,245
184
$10.5M 0.11%
233,557
+10,040
185
$10.4M 0.11%
49,942
+4,047
186
$10.3M 0.11%
194,732
+6,424
187
$10.3M 0.11%
178,305
+50,172
188
$10.1M 0.11%
136,318
+125,337
189
$10.1M 0.11%
89,637
-13,996
190
$10M 0.11%
198,090
-11,524
191
$9.99M 0.11%
322,599
+7,123
192
$9.94M 0.1%
211,554
+196,820
193
$9.74M 0.1%
206,954
+5,824
194
$9.71M 0.1%
283,280
+35,075
195
$9.71M 0.1%
120,276
-35,042
196
$9.59M 0.1%
49,624
+4,766
197
$9.55M 0.1%
540,346
+120,588
198
$9.54M 0.1%
160,809
+17,329
199
$9.51M 0.1%
215,899
+2,651
200
$9.51M 0.1%
460,304
+22,532
6 7
8
9 10