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
$13.8M0.05% 213,291
+36,088
+20%
+$2.33M
$13.7M0.05% 96,628
+9,808
+11%
+$1.39M
$13.6M0.05% 178,191
-6,960
-4%
-$532K
$13.6M0.05% 137,177
+728
+0.5%
+$72.2K
$13.5M0.05% 148,988
+31,307
+27%
+$2.84M
$13.4M0.05% 120,957
+28,503
+31%
+$3.17M
$13.4M0.05% 115,914
-1,865
-2%
-$216K
$13.4M0.05% 367,854
-38,991
-10%
-$1.42M
$13.4M0.05% 171,467
-20,527
-11%
-$1.61M
$13.4M0.05% 470,454
-63,054
-12%
-$1.79M
$13.3M0.04% 195,871
-4,663
-2%
-$316K
$13.2M0.04% 221,336
+25,263
+13%
+$1.51M
$13.2M0.04% 116,713
+4,870
+4%
+$550K
$13.1M0.04% 559,360
-26,523
-5%
-$621K
$13M0.04% 19,601
+1,394
+8%
+$924K
$13M0.04% 251,757
+6,568
+3%
+$338K
$12.9M0.04% 43,619
-192
-0.4%
-$56.6K
$12.8M0.04% 142,201
+24,170
+20%
+$2.18M
$12.7M0.04% 41,579
+1,597
+4%
+$488K
$12.7M0.04% 557,385
-9,077
-2%
-$206K
$12.6M0.04% 85,766
+44,246
+107%
+$6.52M
$12.6M0.04% 173,651
-60,025
-26%
-$4.36M
$12.6M0.04% 264,102
-17,283
-6%
-$822K
$12.5M0.04% 49,226
+4,581
+10%
+$1.16M
$12.5M0.04% 235,591
-31,086
-12%
-$1.65M
1 1516171819148