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
$11.6M0.04% 66,243
+4,419
+7%
+$777K
$11.6M0.04% 119,952
+8,493
+8%
+$818K
$11.6M0.04% 232,769
+30,992
+15%
+$1.54M
$11.5M0.04% 99,806
-840
-0.8%
-$97.1K
$11.5M0.04% 190,206
-98,681
-34%
-$5.97M
$11.5M0.04% 18,343
-957
-5%
-$600K
$11.4M0.04% 228,978
+5,757
+3%
+$287K
$11.4M0.04% 382,266
+53,481
+16%
+$1.6M
$11.3M0.04% 300,438
-44,356
-13%
-$1.67M
$11.3M0.04% 225,243
-40,373
-15%
-$2.03M
$11.3M0.04% 34,704
+683
+2%
+$222K
$11.3M0.04% 120,238
-5,053
-4%
-$473K
$11.3M0.04% 369,865
-61,628
-14%
-$1.88M
$11.3M0.04% 158,492
+15,238
+11%
+$1.08M
$11.2M0.04% 171,640
-9,186
-5%
-$599K
$11.2M0.04% 216,534
-191
-0.1%
-$9.85K
$11.2M0.04% 160,726
-26,945
-14%
-$1.87M
$11.1M0.04% 44,725
+829
+2%
+$206K
$11M0.04% 294,858
+44,601
+18%
+$1.67M
$11M0.04% 518,477
-33,231
-6%
-$705K
$11M0.04% 41,416
-586
-1%
-$155K
$11M0.04% 115,054
+59,446
+107%
+$5.67M
$10.9M0.04% 250,279
+12,726
+5%
+$555K
$10.9M0.04% 40,839
+2,649
+7%
+$707K
$10.9M0.04% 208,028
+14,143
+7%
+$740K
1 1718192021148