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
$150K﹤0.01% 18,410
+269
+1%
+$2.19K
$148K﹤0.01% 14,219
-1,823
-11%
-$19K
$147K﹤0.01% 11,416
-292
-2%
-$3.76K
$145K﹤0.01% 38,357
+3,755
+11%
+$14.2K
$145K﹤0.01% 118,585––
$144K﹤0.01%
+10,139
 New
+$144K
$144K﹤0.01% 12,814
+2,097
+20%
+$23.6K
$143K﹤0.01% 10,309
-27,983
-73%
-$388K
$142K﹤0.01% 10,477
+200
+2%
+$2.71K
$142K﹤0.01% 11,410
+150
+1%
+$1.87K
$142K﹤0.01% 15,464
+89
+0.6%
+$817
$142K﹤0.01% 13,646
+680
+5%
+$7.08K
$142K﹤0.01% 22,866
+635
+3%
+$3.94K
$140K﹤0.01% 10,723
-3,880
-27%
-$50.7K
$140K﹤0.01% 13,658
-2,693
-16%
-$27.6K
$140K﹤0.01% 19,726
+6,722
+52%
+$47.7K
$139K﹤0.01% 14,716
-302
-2%
-$2.85K
$139K﹤0.01% 25,500
+500
+2%
+$2.73K
$139K﹤0.01% 12,818
+211
+2%
+$2.29K
$138K﹤0.01% 175,447
-228
-0.1%
-$179
$138K﹤0.01% 31,856
-737
-2%
-$3.19K
$136K﹤0.01% 31,445
-190
-0.6%
-$822
$136K﹤0.01% 11,600––
$135K﹤0.01% 23,935
-875
-4%
-$4.94K
$134K﹤0.01% 13,018
-1,350
-9%
-$13.9K
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