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
$265K﹤0.01%
+8,044
 New
+$265K
$265K﹤0.01% 8,358
-568
-6%
-$18K
$264K﹤0.01% 10,463
-1,986
-16%
-$50.1K
$264K﹤0.01% 22,239
-6,770
-23%
-$80.4K
$264K﹤0.01% 8,800
-610
-6%
-$18.3K
$264K﹤0.01%
+10,333
 New
+$264K
$264K﹤0.01% 13,312
+1,490
+13%
+$29.5K
$262K﹤0.01%
+5,150
 New
+$262K
$262K﹤0.01% 21,248
+498
+2%
+$6.14K
$262K﹤0.01% 2,497
-94
-4%
-$9.86K
$262K﹤0.01% 8,350
-240
-3%
-$7.53K
$262K﹤0.01% 9,737
-676
-6%
-$18.2K
$261K﹤0.01% 4,155
-1,134
-21%
-$71.2K
$261K﹤0.01% 163,990
-12,500
-7%
-$19.9K
$260K﹤0.01% 4,976
+328
+7%
+$17.1K
$260K﹤0.01%
+4,178
 New
+$260K
$260K﹤0.01% 2,279
-17,090
-88%
-$1.95M
$260K﹤0.01% 28,959
-4,949
-15%
-$44.4K
$260K﹤0.01%
+12,555
 New
+$260K
$260K﹤0.01% 8,495
+222
+3%
+$6.8K
$258K﹤0.01% 25,868
+193
+0.8%
+$1.93K
$258K﹤0.01% 2,813
-524
-16%
-$48.1K
$258K﹤0.01% 5,885
+5
+0.1%
+$219
$257K﹤0.01% 27,842
-373
-1%
-$3.44K
$257K﹤0.01% 18,372
+443
+2%
+$6.2K
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