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
$208K﹤0.01% 3,501
-8,788
-72%
-$522K
$208K﹤0.01%
+5,847
 New
+$208K
$208K﹤0.01% 8,872
-1,002
-10%
-$23.5K
$208K﹤0.01%
+9,874
 New
+$208K
$208K﹤0.01%
+8,749
 New
+$208K
$207K﹤0.01%
+2,979
 New
+$207K
$207K﹤0.01% 2,629
-86
-3%
-$6.77K
$207K﹤0.01%
+9,898
 New
+$207K
$207K﹤0.01% 10,823
+49
+0.5%
+$937
$206K﹤0.01% 2,998
+65
+2%
+$4.47K
$206K﹤0.01% 3,367
-416
-11%
-$25.5K
$206K﹤0.01% 2,576
-16
-0.6%
-$1.28K
$206K﹤0.01% 4,720
-871
-16%
-$38K
$205K﹤0.01% 6,574
-262
-4%
-$8.17K
$205K﹤0.01%
+6,472
 New
+$205K
$205K﹤0.01% 11,552
-1,570
-12%
-$27.9K
$205K﹤0.01% 6,804
-961
-12%
-$29K
$204K﹤0.01%
+8,057
 New
+$204K
$204K﹤0.01% 3,763
-109
-3%
-$5.91K
$204K﹤0.01% 10,021
-30
-0.3%
-$611
$203K﹤0.01%
+4,926
 New
+$203K
$203K﹤0.01% 2,832
-6,575
-70%
-$471K
$203K﹤0.01% 6,596
-22,316
-77%
-$687K
$203K﹤0.01%
+529
 New
+$203K
$203K﹤0.01% 6,205
+1,168
+23%
+$38.2K
1 126127128129130148