Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $29.6B
This Quarter Return
-1.61%
1 Year Return
+9.87%
3 Year Return
+29.31%
5 Year Return
+121.61%
10 Year Return
+172.59%
AUM
$29.6B
AUM Growth
-$295M
Cap. Flow
+$521M
Cap. Flow %
1.76%
Top 10 Hldgs %
19.94%
Holding
3,681
New
221
Increased
1,693
Reduced
1,498
Closed
186

Top Buys

1
$37.3M
2
$32.1M
3
$29M
4
$20.4M
5
$19.6M

Top Sells

1
$53.3M
2
$41.8M
3
$40M
4
$26.8M
5
$23.5M

Sector Composition

1Technology10.67%
2Financials5.49%
3Consumer Discretionary3.63%
4Healthcare3.12%
5Communication Services2.65%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$470K﹤0.01% 14,599
+4,370
+43%
+$141K
$470K﹤0.01%
+15,065
 New
+$470K
$470K﹤0.01% 2,483
-355
-13%
-$67.2K
$470K﹤0.01% 7,849
+141
+2%
+$8.44K
$469K﹤0.01% 18,385
+976
+6%
+$24.9K
$469K﹤0.01% 46,242
+6,026
+15%
+$61.1K
$469K﹤0.01% 19,756
-250
-1%
-$5.94K
$469K﹤0.01% 14,423
+410
+3%
+$13.3K
$468K﹤0.01% 6,548
+3,078
+89%
+$220K
$468K﹤0.01% 13,329
+1,093
+9%
+$38.4K
$468K﹤0.01% 122,553
-4,382
-3%
-$16.7K
$467K﹤0.01% 12,080
+284
+2%
+$11K
$467K﹤0.01% 2,068
-155
-7%
-$35K
$467K﹤0.01% 4,668
-12,592
-73%
-$1.26M
$466K﹤0.01% 83,165
-2,191
-3%
-$12.3K
$465K﹤0.01% 3,043
-10,982
-78%
-$1.68M
$465K﹤0.01%
+16,506
 New
+$465K
$465K﹤0.01% 5,162
+1,732
+51%
+$156K
$464K﹤0.01% 14,139
-1,126
-7%
-$37K
$464K﹤0.01% 46,027
-1,741
-4%
-$17.6K
$463K﹤0.01%
+23,072
 New
+$463K
$462K﹤0.01% 15,241
-2,004
-12%
-$60.7K
$462K﹤0.01% 61,184
+7,838
+15%
+$59.2K
$461K﹤0.01% 20,648
-100
-0.5%
-$2.23K
$461K﹤0.01% 9,492
+1,781
+23%
+$86.5K
1 99100101102103148