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
$10.2M0.03% 807,887
-38,961
-5%
-$491K
$10.2M0.03% 232,792
+10,573
+5%
+$462K
$10.1M0.03% 534,013
+62,673
+13%
+$1.19M
$10.1M0.03% 100,385
-37,100
-27%
-$3.74M
$10.1M0.03% 102,430
-913
-0.9%
-$90.1K
$10.1M0.03% 48,762
+386
+0.8%
+$79.9K
$10.1M0.03% 200,704
+29,951
+18%
+$1.5M
$10.1M0.03% 111,288
+12,608
+13%
+$1.14M
$10.1M0.03% 303,305
+18,699
+7%
+$620K
$10M0.03% 644,809
+196,447
+44%
+$3.06M
$10M0.03% 212,951
+37,059
+21%
+$1.75M
$10M0.03% 88,642
+8,797
+11%
+$995K
$10M0.03% 380,302
+24,683
+7%
+$650K
$9.97M0.03% 68,421
-1,992
-3%
-$290K
$9.96M0.03% 165,425
-7,843
-5%
-$472K
$9.94M0.03% 321,994
+103,569
+47%
+$3.2M
$9.92M0.03% 21,304
+658
+3%
+$306K
$9.85M0.03% 145,547
+18,668
+15%
+$1.26M
$9.77M0.03% 249,372
+92,767
+59%
+$3.63M
$9.75M0.03% 142,632
+10,940
+8%
+$747K
$9.74M0.03% 41,133
+3,348
+9%
+$793K
$9.69M0.03% 153,497
+1,288
+0.9%
+$81.3K
$9.67M0.03% 309,600
-9,776
-3%
-$305K
$9.67M0.03% 218,000
+103,064
+90%
+$4.57M
$9.62M0.03% 464,721
+60,774
+15%
+$1.26M
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