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
$288K﹤0.01% 4,593
+469
+11%
+$29.4K
$287K﹤0.01% 45,618
+4,038
+10%
+$25.4K
$287K﹤0.01% 9,719
-27,835
-74%
-$822K
$286K﹤0.01% 3,202
-181
-5%
-$16.2K
$286K﹤0.01% 10,791
-711
-6%
-$18.8K
$286K﹤0.01% 12,180––
$286K﹤0.01% 191,719
-29,000
-13%
-$43.3K
$286K﹤0.01% 7,850
+155
+2%
+$5.65K
$286K﹤0.01% 7,096
+610
+9%
+$24.6K
$286K﹤0.01% 10,238
-471
-4%
-$13.2K
$285K﹤0.01% 10,549
+655
+7%
+$17.7K
$285K﹤0.01% 14,199
+3,407
+32%
+$68.4K
$285K﹤0.01% 17,276
+387
+2%
+$6.38K
$284K﹤0.01% 4,217––
$284K﹤0.01%
+8,329
 New
+$284K
$282K﹤0.01% 4,177
+3
+0.1%
+$203
$280K﹤0.01% 10,939
-8,937
-45%
-$229K
$280K﹤0.01% 4,367
+608
+16%
+$39K
$279K﹤0.01% 2,280
-164
-7%
-$20.1K
$279K﹤0.01% 39,340
-4,172
-10%
-$29.6K
$279K﹤0.01% 54,143
-21
-0%
-$108
$279K﹤0.01% 3,638
-6,417
-64%
-$492K
$279K﹤0.01% 7,745
+195
+3%
+$7.03K
$279K﹤0.01%
+11,944
 New
+$279K
$278K﹤0.01% 6,866
-1,186
-15%
-$48K
1 115116117118119148