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
$244K﹤0.01% 2,894
+470
+19%
+$39.6K
$244K﹤0.01%
+7,454
 New
+$244K
$244K﹤0.01% 1,129
-131
-10%
-$28.3K
$244K﹤0.01% 4,675
-123
-3%
-$6.42K
$243K﹤0.01% 2,479
-435
-15%
-$42.6K
$243K﹤0.01%
+5,495
 New
+$243K
$243K﹤0.01% 22,971
-1,345
-6%
-$14.2K
$243K﹤0.01% 3,307
+29
+0.9%
+$2.13K
$243K﹤0.01% 9,493
+775
+9%
+$19.8K
$242K﹤0.01% 15,492
-624
-4%
-$9.75K
$242K﹤0.01% 20,508––
$242K﹤0.01% 85,205
+37,969
+80%
+$108K
$242K﹤0.01% 26,869
+1,874
+8%
+$16.9K
$241K﹤0.01% 689
-260
-27%
-$90.9K
$241K﹤0.01% 15,100
-297
-2%
-$4.74K
$240K﹤0.01% 3,499
+203
+6%
+$13.9K
$240K﹤0.01% 25,707
+11
+0%
+$103
$239K﹤0.01% 49,506
-1,052
-2%
-$5.08K
$239K﹤0.01% 5,519
+141
+3%
+$6.11K
$239K﹤0.01% 1,691
+12
+0.7%
+$1.7K
$237K﹤0.01% 18,159
-735
-4%
-$9.59K
$237K﹤0.01%
+19,911
 New
+$237K
$236K﹤0.01% 82,626
+1,530
+2%
+$4.37K
$236K﹤0.01%
+9,349
 New
+$236K
$236K﹤0.01% 7,674
+2,374
+45%
+$73K
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