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
$297K﹤0.01% 28,988––
$297K﹤0.01% 40,275
-5,707
-12%
-$42.1K
$297K﹤0.01% 1,349
-386
-22%
-$85K
$296K﹤0.01%
+4,896
 New
+$296K
$296K﹤0.01% 12,930
+3,993
+45%
+$91.4K
$295K﹤0.01% 5,807
+9
+0.2%
+$457
$295K﹤0.01% 13,278
-599
-4%
-$13.3K
$295K﹤0.01% 7,300
-2,207
-23%
-$89.2K
$294K﹤0.01% 5,848
+132
+2%
+$6.64K
$294K﹤0.01% 35,839
-1,185
-3%
-$9.72K
$294K﹤0.01% 4,263
-521
-11%
-$35.9K
$293K﹤0.01% 1,562
+158
+11%
+$29.6K
$291K﹤0.01% 25,337––
$291K﹤0.01% 4,773
-531
-10%
-$32.4K
$291K﹤0.01% 20,250
+5,698
+39%
+$81.9K
$291K﹤0.01% 35,311
+7,154
+25%
+$59K
$290K﹤0.01% 1,926
+123
+7%
+$18.5K
$290K﹤0.01% 8,515
-127,022
-94%
-$4.33M
$290K﹤0.01% 26,094
+4,159
+19%
+$46.2K
$289K﹤0.01% 27,770
-856
-3%
-$8.91K
$289K﹤0.01% 5,742
-700
-11%
-$35.2K
$289K﹤0.01% 2,487
+100
+4%
+$11.6K
$289K﹤0.01% 11,552
+1,400
+14%
+$35K
$288K﹤0.01% 5,135
-622
-11%
-$34.9K
$288K﹤0.01% 3,233
-1,753
-35%
-$156K
1 114115116117118148