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
2026
$194K ﹤0.01%
11,255
-528
2027
$194K ﹤0.01%
14,232
-3,917
2028
$193K ﹤0.01%
14,315
-747
2029
$190K ﹤0.01%
+19,048
2030
$189K ﹤0.01%
11,640
-140
2031
$188K ﹤0.01%
14,457
-3,168
2032
$187K ﹤0.01%
21,417
-222,372
2033
$186K ﹤0.01%
18,533
+218
2034
$186K ﹤0.01%
11,763
+279
2035
$186K ﹤0.01%
17,337
+6,790
2036
$185K ﹤0.01%
22,865
-213
2037
$183K ﹤0.01%
14,842
+459
2038
$183K ﹤0.01%
33,565
-1,880
2039
$180K ﹤0.01%
31,892
-210
2040
$180K ﹤0.01%
14,952
-21,673
2041
$178K ﹤0.01%
20,981
-3,482
2042
$176K ﹤0.01%
15,159
-981
2043
$175K ﹤0.01%
28,604
+3,063
2044
$175K ﹤0.01%
13,927
+2,226
2045
$175K ﹤0.01%
30,420
-10,181
2046
$171K ﹤0.01%
12,268
+9
2047
$169K ﹤0.01%
12,966
-580
2048
$167K ﹤0.01%
17,943
-452
2049
$167K ﹤0.01%
12,984
+347
2050
$167K ﹤0.01%
+13,400
80 81
82
83 84