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
2001
$205K ﹤0.01%
+3,444
2002
$205K ﹤0.01%
+3,253
2003
$205K ﹤0.01%
+3,153
2004
$204K ﹤0.01%
+8,865
2005
$203K ﹤0.01%
+5,327
2006
$203K ﹤0.01%
+1,485
2007
$202K ﹤0.01%
1,534
-856
2008
$202K ﹤0.01%
55,400
-109,836
2009
$202K ﹤0.01%
+7,981
2010
$202K ﹤0.01%
+7,911
2011
$201K ﹤0.01%
14,041
+919
2012
$201K ﹤0.01%
5,434
-2,876
2013
$201K ﹤0.01%
+3,383
2014
$200K ﹤0.01%
5,594
-646
2015
$200K ﹤0.01%
8,588
-3,678
2016
$200K ﹤0.01%
12,814
-221
2017
$199K ﹤0.01%
15,525
-1,500
2018
$199K ﹤0.01%
13,032
-238
2019
$199K ﹤0.01%
6,555
+653
2020
$199K ﹤0.01%
11,563
-489
2021
$197K ﹤0.01%
16,674
-196
2022
$196K ﹤0.01%
14,633
-2,728
2023
$194K ﹤0.01%
12,489
-185
2024
$194K ﹤0.01%
18,290
-1,492
2025
$194K ﹤0.01%
15,599
+1,895
79 80
81
82 83