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
$366K﹤0.01% 3,459
-193
-5%
-$20.4K
$366K﹤0.01% 21,733
-916
-4%
-$15.4K
$366K﹤0.01% 25,555
-4,670
-15%
-$66.9K
$364K﹤0.01% 3,729
+52
+1%
+$5.08K
$363K﹤0.01% 18,420
+2,271
+14%
+$44.8K
$363K﹤0.01% 65,940
-980
-1%
-$5.4K
$362K﹤0.01% 11,568
+306
+3%
+$9.58K
$362K﹤0.01% 12,152
-2,581
-18%
-$76.9K
$362K﹤0.01% 6,997
-1,195
-15%
-$61.8K
$362K﹤0.01% 4,372
+54
+1%
+$4.47K
$361K﹤0.01% 84,604
+12,660
+18%
+$54K
$361K﹤0.01% 9,407
+3,007
+47%
+$115K
$361K﹤0.01% 2,765
-116
-4%
-$15.1K
$361K﹤0.01%
+3,826
 New
+$361K
$361K﹤0.01% 46,673
+886
+2%
+$6.85K
$361K﹤0.01% 18,961
+7,630
+67%
+$145K
$360K﹤0.01% 59,300
+1,767
+3%
+$10.7K
$359K﹤0.01% 25,000
+795
+3%
+$11.4K
$358K﹤0.01% 6,369
-368
-5%
-$20.7K
$358K﹤0.01%
+14,942
 New
+$358K
$357K﹤0.01% 23,903––
$357K﹤0.01% 28,017
-3,771
-12%
-$48.1K
$357K﹤0.01% 13,097
-85,195
-87%
-$2.32M
$357K﹤0.01% 19,381
+356
+2%
+$6.56K
$356K﹤0.01% 11,758
-1,418
-11%
-$42.9K
1 107108109110111148