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
$304K﹤0.01% 12,027
+218
+2%
+$5.51K
$304K﹤0.01% 8,399
+1,309
+18%
+$47.4K
$304K﹤0.01% 1,359
-281
-17%
-$62.9K
$303K﹤0.01% 10,484
-429
-4%
-$12.4K
$303K﹤0.01% 1,485
+33
+2%
+$6.73K
$302K﹤0.01% 16,081
+2,085
+15%
+$39.2K
$302K﹤0.01% 3,278
-629
-16%
-$57.9K
$302K﹤0.01% 1,890
-53
-3%
-$8.47K
$302K﹤0.01% 25,147
+1,491
+6%
+$17.9K
$301K﹤0.01% 14,182
+2,103
+17%
+$44.6K
$300K﹤0.01% 14,818
+667
+5%
+$13.5K
$300K﹤0.01% 15,227
-1,040
-6%
-$20.5K
$300K﹤0.01% 19,335
-6,873
-26%
-$107K
$299K﹤0.01% 13,430
-8,860
-40%
-$197K
$299K﹤0.01% 25,846
-80,258
-76%
-$928K
$299K﹤0.01% 272,656
+43,466
+19%
+$47.7K
$299K﹤0.01%
+10,055
 New
+$299K
$299K﹤0.01%
+1,495
 New
+$299K
$299K﹤0.01% 11,715
-8,612
-42%
-$220K
$299K﹤0.01%
+9,680
 New
+$299K
$298K﹤0.01% 5,750
+361
+7%
+$18.7K
$298K﹤0.01%
+14,261
 New
+$298K
$298K﹤0.01% 8,472
+1,674
+25%
+$58.9K
$298K﹤0.01% 4,656
+2
+0%
+$128
$298K﹤0.01% 1,602
-1,373
-46%
-$255K
1 113114115116117148