Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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
1
$439M 4.63%
1,759,287
-38,092
2
$300M 3.16%
5,539,489
+135,490
3
$189M 2%
4,086,688
+19,160
4
$164M 1.74%
3,005,183
+279,222
5
$161M 1.7%
588,097
-48,258
6
$145M 1.53%
1,856,599
+285,551
7
$140M 1.48%
996,957
+81,957
8
$128M 1.35%
1,611,793
+1,547
9
$111M 1.17%
644,671
+173,331
10
$100M 1.06%
2,333,662
-34,533
11
$92.8M 0.98%
1,092,040
+49,340
12
$88.5M 0.93%
751,078
+11,165
13
$85.8M 0.91%
316,267
-73,768
14
$79.2M 0.84%
1,877,560
-113,191
15
$78M 0.82%
1,918,120
+990,584
16
$68.2M 0.72%
365,403
+21,238
17
$65M 0.69%
2,857,584
+182,323
18
$62.3M 0.66%
1,211,474
+62,977
19
$61.9M 0.65%
608,646
+34,662
20
$58.9M 0.62%
596,967
+34,590
21
$58.4M 0.62%
721,780
-8,724
22
$53.6M 0.57%
1,376,255
-5,540
23
$51.5M 0.54%
212,313
-4,897
24
$51.4M 0.54%
966,428
-3,284
25
$51.1M 0.54%
617,145
+28,029
1
2 3 4 5