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
$314K﹤0.01%
+12,052
 New
+$314K
$313K﹤0.01% 6,165
-200
-3%
-$10.2K
$313K﹤0.01% 53,800
+37,570
+231%
+$219K
$313K﹤0.01% 12,815
+3,375
+36%
+$82.4K
$312K﹤0.01%
+24,044
 New
+$312K
$312K﹤0.01% 12,492
+1,699
+16%
+$42.4K
$312K﹤0.01% 8,375
-2,828
-25%
-$105K
$312K﹤0.01% 4,895––
$312K﹤0.01% 25,811
-2,185
-8%
-$26.4K
$312K﹤0.01% 6,054
+137
+2%
+$7.06K
$311K﹤0.01% 6,162
-1,423
-19%
-$71.8K
$311K﹤0.01% 18,614
+107
+0.6%
+$1.79K
$311K﹤0.01% 1,183
-1,017
-46%
-$267K
$311K﹤0.01% 3,871
+2,047
+112%
+$164K
$310K﹤0.01% 321,285
-9,220
-3%
-$8.9K
$310K﹤0.01% 3,524
+68
+2%
+$5.98K
$310K﹤0.01% 11,831
-182
-2%
-$4.77K
$309K﹤0.01% 8,575
-20
-0.2%
-$721
$309K﹤0.01% 34,107
+5,177
+18%
+$46.9K
$309K﹤0.01% 3,389
-32
-0.9%
-$2.92K
$308K﹤0.01% 2,199
+313
+17%
+$43.8K
$308K﹤0.01% 10,345
-18
-0.2%
-$536
$305K﹤0.01% 1,744
-95
-5%
-$16.6K
$305K﹤0.01%
+11,549
 New
+$305K
$304K﹤0.01% 21,376
+6,263
+41%
+$89.1K
1 112113114115116148