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
$12.4M0.04% 103,970
+16,234
+19%
+$1.94M
$12.4M0.04% 431,187
+126,825
+42%
+$3.66M
$12.4M0.04% 1,979,232
+1,162,247
+142%
+$7.26M
$12.3M0.04% 272,775
+2,494
+0.9%
+$113K
$12.3M0.04% 413,623
+377,324
+1,039%
+$11.2M
$12.3M0.04% 50,389
-1,452
-3%
-$354K
$12.3M0.04% 137,774
-49,716
-27%
-$4.42M
$12.2M0.04% 142,256
-1,855
-1%
-$160K
$12.1M0.04% 8,471
-373
-4%
-$534K
$12.1M0.04% 314,401
+29,116
+10%
+$1.12M
$12M0.04% 100,856
+10,978
+12%
+$1.31M
$12M0.04% 97,524
-827
-0.8%
-$102K
$11.9M0.04% 387,870
+21,116
+6%
+$650K
$11.9M0.04% 546,412
+55,467
+11%
+$1.21M
$11.9M0.04% 378,906
+51,311
+16%
+$1.62M
$11.9M0.04% 115,638
+4,926
+4%
+$508K
$11.9M0.04% 193,260
+132,412
+218%
+$8.12M
$11.8M0.04% 247,011
+7,656
+3%
+$367K
$11.8M0.04% 120,480
+2,433
+2%
+$238K
$11.8M0.04% 438,649
+129,979
+42%
+$3.48M
$11.7M0.04% 128,788
+34,453
+37%
+$3.14M
$11.7M0.04% 109,720
+4,810
+5%
+$514K
$11.7M0.04% 104,725
+2,228
+2%
+$249K
$11.7M0.04% 121,183
-1,690
-1%
-$163K
$11.7M0.04% 17,190
+978
+6%
+$665K
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