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
$10.8M0.04% 99,333
-473
-0.5%
-$51.5K
$10.8M0.04% 84,263
-4,672
-5%
-$599K
$10.8M0.04% 214,169
+19,922
+10%
+$1M
$10.7M0.04% 111,556
-87,357
-44%
-$8.41M
$10.7M0.04% 347,066
+40,638
+13%
+$1.25M
$10.7M0.04% 280,109
+53,768
+24%
+$2.05M
$10.7M0.04% 109,395
+18,903
+21%
+$1.84M
$10.7M0.04% 33,987
+1,678
+5%
+$526K
$10.7M0.04% 502,179
+251,049
+100%
+$5.32M
$10.6M0.04% 505,367
+105,429
+26%
+$2.21M
$10.6M0.04% 183,505
+3,278
+2%
+$189K
$10.6M0.04% 281,546
+81,725
+41%
+$3.06M
$10.5M0.04% 394,236
-46,146
-10%
-$1.23M
$10.5M0.04% 113,856
-27,363
-19%
-$2.53M
$10.4M0.04% 20,361
+119
+0.6%
+$60.9K
$10.4M0.04% 141,292
+31,586
+29%
+$2.33M
$10.4M0.04% 49,692
-2,552
-5%
-$534K
$10.4M0.04% 92,280
+611
+0.7%
+$68.9K
$10.4M0.04% 184,170
+7,217
+4%
+$407K
$10.4M0.03% 37,233
-9,988
-21%
-$2.78M
$10.3M0.03% 144,821
+4,641
+3%
+$332K
$10.3M0.03% 98,554
+4,553
+5%
+$475K
$10.2M0.03% 92,643
+13,755
+17%
+$1.52M
$10.2M0.03% 41,807
-287
-0.7%
-$70.2K
$10.2M0.03% 206,216
+7,746
+4%
+$384K
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