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
201
$9.39M 0.1%
4,632
+179
202
$9.37M 0.1%
409,094
+27,641
203
$9.21M 0.1%
335,454
+47,904
204
$8.97M 0.09%
302,681
-3,007
205
$8.89M 0.09%
323,030
+27,596
206
$8.86M 0.09%
65,889
-1,825
207
$8.83M 0.09%
126,822
-6,389
208
$8.79M 0.09%
210,628
-4,028
209
$8.67M 0.09%
166,913
+16,901
210
$8.65M 0.09%
134,455
+7,038
211
$8.58M 0.09%
125,907
-19,715
212
$8.54M 0.09%
83,353
+6,776
213
$8.52M 0.09%
135,744
-35,848
214
$8.5M 0.09%
409,334
+25,220
215
$8.4M 0.09%
139,936
+53,645
216
$8.38M 0.09%
157,653
-4,357
217
$8.37M 0.09%
156,684
+3,161
218
$8.35M 0.09%
146,639
-5,803
219
$8.35M 0.09%
394,469
+10,649
220
$8.34M 0.09%
49,406
+964
221
$8.34M 0.09%
669,684
+9,552
222
$8.32M 0.09%
245,525
+22,173
223
$8.24M 0.09%
115,024
-54,747
224
$8.23M 0.09%
169,706
+18,509
225
$8.23M 0.09%
16,485
+1,487
7 8
9
10 11