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
$166K﹤0.01%
+20,500
 New
+$166K
$165K﹤0.01% 78,780
-13,049
-14%
-$27.3K
$165K﹤0.01% 12,867––
$164K﹤0.01% 25,411
+1,140
+5%
+$7.36K
$164K﹤0.01% 56,308
-2,680
-5%
-$7.81K
$163K﹤0.01% 21,035
-1,897
-8%
-$14.7K
$163K﹤0.01%
+28,978
 New
+$163K
$160K﹤0.01% 20,150
+4,883
+32%
+$38.8K
$160K﹤0.01% 266,435
+241,447
+966%
+$145K
$160K﹤0.01% 21,259
+3,286
+18%
+$24.7K
$160K﹤0.01% 11,319
-157
-1%
-$2.22K
$158K﹤0.01% 21,036
+7,985
+61%
+$60K
$158K﹤0.01% 10,309
-281
-3%
-$4.31K
$157K﹤0.01% 18,772
-351
-2%
-$2.94K
$157K﹤0.01% 11,942
+660
+6%
+$8.68K
$156K﹤0.01% 11,206
-2,093
-16%
-$29.1K
$156K﹤0.01%
+11,528
 New
+$156K
$155K﹤0.01% 12,084
+49
+0.4%
+$629
$155K﹤0.01% 26,797
-1,690
-6%
-$9.78K
$154K﹤0.01% 10,818
-14,424
-57%
-$205K
$154K﹤0.01% 24,342
-2,524
-9%
-$16K
$153K﹤0.01% 45,877
+5,237
+13%
+$17.5K
$153K﹤0.01% 12,780
+980
+8%
+$11.7K
$152K﹤0.01% 26,370
-3,233
-11%
-$18.6K
$151K﹤0.01% 16,311
-6,023
-27%
-$55.8K
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