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
$120K﹤0.01% 68,252
+4,260
+7%
+$7.49K
$119K﹤0.01% 18,769
-1,035
-5%
-$6.56K
$119K﹤0.01% 11,980
-8,745
-42%
-$86.9K
$118K﹤0.01% 39,220
+16,711
+74%
+$50.3K
$118K﹤0.01%
+157,179
 New
+$118K
$118K﹤0.01% 20,890––
$117K﹤0.01% 13,171
-20
-0.2%
-$178
$116K﹤0.01%
+25,000
 New
+$116K
$116K﹤0.01% 11,408
-2,700
-19%
-$27.5K
$115K﹤0.01% 12,003
-500
-4%
-$4.79K
$114K﹤0.01% 59,500
+5,000
+9%
+$9.58K
$114K﹤0.01% 42,020
+523
+1%
+$1.42K
$113K﹤0.01% 14,006
-4,516
-24%
-$36.4K
$112K﹤0.01% 33,398––
$110K﹤0.01% 24,714
+11,684
+90%
+$52K
$109K﹤0.01% 18,966
+8,566
+82%
+$49.2K
$108K﹤0.01%
+23,740
 New
+$108K
$106K﹤0.01% 12,252––
$106K﹤0.01% 11,343
-7,460
-40%
-$69.7K
$106K﹤0.01% 17,712
-3,113
-15%
-$18.6K
$105K﹤0.01% 10,765
-8,408
-44%
-$82K
$105K﹤0.01% 10,191
-4,525
-31%
-$46.6K
$105K﹤0.01% 16,819
-589
-3%
-$3.68K
$100K﹤0.01% 10,062––
$100K﹤0.01% 16,859
-270
-2%
-$1.6K
1 132133134135136148