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
$185K﹤0.01% 12,431
+213
+2%
+$3.17K
$185K﹤0.01% 15,529
-4,919
-24%
-$58.6K
$185K﹤0.01% 39,638
-6,237
-14%
-$29.1K
$184K﹤0.01%
+11,156
 New
+$184K
$183K﹤0.01% 79,369
+17,319
+28%
+$39.9K
$182K﹤0.01% 20,012
-1,375
-6%
-$12.5K
$182K﹤0.01% 131,720
+46,040
+54%
+$63.6K
$181K﹤0.01%
+10,584
 New
+$181K
$180K﹤0.01% 19,630
-131
-0.7%
-$1.2K
$180K﹤0.01%
+23,075
 New
+$180K
$180K﹤0.01% 30,758
+5,033
+20%
+$29.5K
$179K﹤0.01% 67,001
+6,635
+11%
+$17.7K
$179K﹤0.01% 79,957
+52,000
+186%
+$116K
$178K﹤0.01% 39,726
+4,075
+11%
+$18.3K
$176K﹤0.01% 16,663
-844
-5%
-$8.92K
$175K﹤0.01% 31,252
+18,114
+138%
+$101K
$174K﹤0.01% 11,991
+4
+0%
+$58
$172K﹤0.01% 31,881
+535
+2%
+$2.89K
$171K﹤0.01% 103,110––
$170K﹤0.01%
+43,822
 New
+$170K
$169K﹤0.01% 23,502
-2,337
-9%
-$16.8K
$169K﹤0.01% 10,297
-10
-0.1%
-$164
$168K﹤0.01% 34,847
+1,824
+6%
+$8.79K
$168K﹤0.01% 18,090
-250
-1%
-$2.32K
$166K﹤0.01% 30,414
-181
-0.6%
-$988
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