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
$249K﹤0.01% 1,188
+217
+22%
+$45.5K
$249K﹤0.01% 5,958
+486
+9%
+$20.3K
$249K﹤0.01% 2,684
-196
-7%
-$18.2K
$249K﹤0.01% 369,449
+66,616
+22%
+$44.9K
$248K﹤0.01% 2,096
-218
-9%
-$25.8K
$248K﹤0.01% 5,650––
$248K﹤0.01% 8,651
-949
-10%
-$27.2K
$248K﹤0.01% 15,349
-104
-0.7%
-$1.68K
$248K﹤0.01%
+6,030
 New
+$248K
$248K﹤0.01%
+49,255
 New
+$248K
$247K﹤0.01% 3,370
-913
-21%
-$66.9K
$247K﹤0.01%
+9,031
 New
+$247K
$247K﹤0.01% 4,683
-338
-7%
-$17.8K
$247K﹤0.01% 9,014––
$247K﹤0.01% 1,388
-56
-4%
-$9.97K
$246K﹤0.01%
+18,080
 New
+$246K
$246K﹤0.01% 11,579––
$246K﹤0.01% 6,166
+433
+8%
+$17.3K
$246K﹤0.01% 1,691
-103
-6%
-$15K
$246K﹤0.01% 3,827
+253
+7%
+$16.3K
$246K﹤0.01%
+9,802
 New
+$246K
$246K﹤0.01%
+10,297
 New
+$246K
$245K﹤0.01%
+3,139
 New
+$245K
$245K﹤0.01% 13,331
-1,487
-10%
-$27.3K
$245K﹤0.01% 7,644
-1,066
-12%
-$34.2K
1 120121122123124148