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
$15M0.05% 123,431
+3,691
+3%
+$450K
$14.8M0.05% 92,239
+8,049
+10%
+$1.29M
$14.8M0.05% 144,632
+17,317
+14%
+$1.77M
$14.8M0.05% 113,789
+8,659
+8%
+$1.12M
$14.7M0.05% 158,920
-39,389
-20%
-$3.65M
$14.7M0.05% 27,581
-4,149
-13%
-$2.21M
$14.7M0.05% 304,328
-5,252
-2%
-$254K
$14.6M0.05% 353,690
+13,886
+4%
+$571K
$14.5M0.05% 33,304
+2,901
+10%
+$1.26M
$14.4M0.05% 312,551
+33,341
+12%
+$1.54M
$14.4M0.05% 562,639
+77,254
+16%
+$1.97M
$14.4M0.05% 184,172
-97,986
-35%
-$7.64M
$14.3M0.05% 83,479
-2,383
-3%
-$408K
$14.2M0.05% 278,540
+7,970
+3%
+$406K
$14.2M0.05% 163,127
-41,048
-20%
-$3.57M
$14.1M0.05% 172,154
+104,313
+154%
+$8.57M
$14.1M0.05% 611,814
+35,621
+6%
+$820K
$14M0.05% 548,810
+34,804
+7%
+$889K
$14M0.05% 218,757
+29,778
+16%
+$1.91M
$14M0.05% 463,512
+19,593
+4%
+$590K
$13.9M0.05% 211,027
-7,338
-3%
-$482K
$13.8M0.05% 59,674
-3,129
-5%
-$725K
$13.8M0.05% 526,633
+337,158
+178%
+$8.83M
$13.8M0.05% 342,217
-16,727
-5%
-$674K
$13.8M0.05% 707,681
+242,766
+52%
+$4.73M
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