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
$429K﹤0.01% 8,741
-136
-2%
-$6.68K
$429K﹤0.01% 33,239
-10,226
-24%
-$132K
$429K﹤0.01% 17,699
-9,378
-35%
-$227K
$428K﹤0.01% 5,667
-5,294
-48%
-$400K
$428K﹤0.01% 6,237
+2,729
+78%
+$187K
$427K﹤0.01% 6,858
+33
+0.5%
+$2.06K
$427K﹤0.01%
+27,251
 New
+$427K
$427K﹤0.01%
+17,987
 New
+$427K
$426K﹤0.01% 7,527
-16,203
-68%
-$917K
$426K﹤0.01%
+16,704
 New
+$426K
$425K﹤0.01% 4,396
+136
+3%
+$13.1K
$425K﹤0.01% 2,459
-3
-0.1%
-$519
$425K﹤0.01% 30,693
+6,600
+27%
+$91.4K
$424K﹤0.01% 62,998
+28,823
+84%
+$194K
$424K﹤0.01% 2,356
+160
+7%
+$28.8K
$424K﹤0.01% 8,980
-1,817
-17%
-$85.8K
$424K﹤0.01% 47,858
-3,747
-7%
-$33.2K
$424K﹤0.01% 13,641
+8
+0.1%
+$249
$423K﹤0.01% 50,219
-283
-0.6%
-$2.38K
$421K﹤0.01% 15,537
-144
-0.9%
-$3.9K
$420K﹤0.01% 8,793
-740
-8%
-$35.3K
$420K﹤0.01%
+15,554
 New
+$420K
$419K﹤0.01% 19,695
+2,413
+14%
+$51.3K
$419K﹤0.01% 13,809
+172
+1%
+$5.22K
$419K﹤0.01% 7,642
-273
-3%
-$15K
1 102103104105106148