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
$257K﹤0.01% 6,929
-3,618
-34%
-$134K
$256K﹤0.01% 2,093
+110
+6%
+$13.5K
$256K﹤0.01% 2,547
+10
+0.4%
+$1.01K
$256K﹤0.01% 3,553
-321
-8%
-$23.1K
$256K﹤0.01% 3,684––
$255K﹤0.01%
+13,612
 New
+$255K
$255K﹤0.01% 4,840
-1,659
-26%
-$87.4K
$254K﹤0.01% 58,204
-11,249
-16%
-$49.1K
$254K﹤0.01% 33,584
-72,981
-68%
-$552K
$253K﹤0.01% 5,483
-11,104
-67%
-$512K
$253K﹤0.01% 7,916
+989
+14%
+$31.6K
$253K﹤0.01% 14,968
-5,898
-28%
-$99.7K
$253K﹤0.01% 7,572––
$252K﹤0.01% 1,033
+209
+25%
+$51K
$252K﹤0.01% 4,764
-277
-5%
-$14.7K
$252K﹤0.01% 2,516
-21
-0.8%
-$2.1K
$252K﹤0.01% 5,022
+461
+10%
+$23.1K
$252K﹤0.01% 11,522
-784
-6%
-$17.1K
$252K﹤0.01% 12,500
-1,729
-12%
-$34.9K
$252K﹤0.01% 35,882
+2,445
+7%
+$17.2K
$252K﹤0.01% 4,712
+1,325
+39%
+$70.9K
$251K﹤0.01% 6,694
+122
+2%
+$4.58K
$251K﹤0.01% 6,574
-3,162
-32%
-$121K
$250K﹤0.01% 1,574
+38
+2%
+$6.04K
$250K﹤0.01% 10,711
-238
-2%
-$5.56K
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