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
$9.61M0.03% 383,249
+103,769
+37%
+$2.6M
$9.6M0.03% 72,593
-43,676
-38%
-$5.78M
$9.52M0.03% 208,035
-1,792
-0.9%
-$82K
$9.49M0.03% 846,024
-72,560
-8%
-$814K
$9.45M0.03% 78,539
+7,507
+11%
+$903K
$9.37M0.03% 79,811
+5,204
+7%
+$611K
$9.37M0.03% 28,472
-1,391
-5%
-$458K
$9.36M0.03% 188,631
-63,706
-25%
-$3.16M
$9.36M0.03% 42,998
+2,895
+7%
+$630K
$9.33M0.03% 45,510
-4,204
-8%
-$862K
$9.33M0.03% 137,429
-5,321
-4%
-$361K
$9.3M0.03% 177,557
+32,421
+22%
+$1.7M
$9.29M0.03% 126,747
-1,943
-2%
-$142K
$9.26M0.03% 267,608
+2,346
+0.9%
+$81.2K
$9.26M0.03% 135,976
+3,282
+2%
+$223K
$9.19M0.03% 217,657
+17,630
+9%
+$744K
$9.17M0.03% 69,425
+2,065
+3%
+$273K
$9.16M0.03% 195,205
-2,399
-1%
-$113K
$9.16M0.03% 215,439
+35,421
+20%
+$1.51M
$9.14M0.03% 231,503
+11,463
+5%
+$453K
$9.14M0.03% 14,879
+14
+0.1%
+$8.6K
$9.03M0.03% 39,017
+12,539
+47%
+$2.9M
$9.02M0.03% 122,259
+9,645
+9%
+$712K
$9.02M0.03% 85,057
+55,956
+192%
+$5.93M
$9M0.03% 112,137
+5,413
+5%
+$435K
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