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
$272K﹤0.01% 2,296
-119
-5%
-$14.1K
$272K﹤0.01% 37,968
+3,350
+10%
+$24K
$272K﹤0.01% 8,687
+80
+0.9%
+$2.51K
$271K﹤0.01% 6,236
-87
-1%
-$3.78K
$271K﹤0.01% 6,339
+909
+17%
+$38.9K
$270K﹤0.01% 5,878
+2,336
+66%
+$107K
$270K﹤0.01% 12,656
-273
-2%
-$5.82K
$270K﹤0.01% 33,724
+20,731
+160%
+$166K
$270K﹤0.01% 21,958
+3,768
+21%
+$46.3K
$270K﹤0.01% 10,850––
$269K﹤0.01% 6,156
+1,218
+25%
+$53.2K
$269K﹤0.01% 4,648
-130
-3%
-$7.52K
$269K﹤0.01% 12,415
-988
-7%
-$21.4K
$268K﹤0.01% 32,388
-124
-0.4%
-$1.03K
$268K﹤0.01% 16,425
-2,354
-13%
-$38.4K
$268K﹤0.01% 3,735
-92
-2%
-$6.6K
$267K﹤0.01% 9,823––
$267K﹤0.01% 1,934
-77
-4%
-$10.6K
$267K﹤0.01% 9,654
+229
+2%
+$6.33K
$266K﹤0.01% 3,544
+521
+17%
+$39.1K
$266K﹤0.01% 20,667
+1,578
+8%
+$20.3K
$266K﹤0.01%
+6,543
 New
+$266K
$265K﹤0.01% 2,093––
$265K﹤0.01% 44,096
-768
-2%
-$4.62K
$265K﹤0.01% 11,272
-161
-1%
-$3.79K
1 117118119120121148