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
$7.26M0.02% 733,789
-17,452
-2%
-$173K
$7.24M0.02% 177,643
+29,641
+20%
+$1.21M
$7.23M0.02% 357,520
+23,135
+7%
+$468K
$7.22M0.02% 236,706
+53,138
+29%
+$1.62M
$7.2M0.02% 35,027
+684
+2%
+$141K
$7.19M0.02% 189,765
+5,557
+3%
+$210K
$7.16M0.02% 84,886
-3,282
-4%
-$277K
$7.12M0.02% 69,568
-16,342
-19%
-$1.67M
$7.11M0.02% 134,070
-21,427
-14%
-$1.14M
$7.1M0.02% 213,840
+66,220
+45%
+$2.2M
$7.1M0.02% 56,221
-535
-0.9%
-$67.6K
$7.1M0.02% 234,987
+5,999
+3%
+$181K
$7.08M0.02% 326,034
+48,582
+18%
+$1.06M
$7.08M0.02% 32,607
-1,650
-5%
-$358K
$7.07M0.02% 26,725
+2,680
+11%
+$709K
$7.04M0.02% 86,471
+985
+1%
+$80.2K
$7.02M0.02% 114,015
+998
+0.9%
+$61.4K
$6.99M0.02% 295,339
+36,525
+14%
+$864K
$6.99M0.02% 109,482
+11,356
+12%
+$725K
$6.96M0.02% 86,347
-7,579
-8%
-$611K
$6.95M0.02% 170,823
-755
-0.4%
-$30.7K
$6.95M0.02% 250,322
+8,956
+4%
+$249K
$6.95M0.02% 63,599
+15,205
+31%
+$1.66M
$6.94M0.02% 483,240
-35,164
-7%
-$505K
$6.94M0.02% 86,617
+2,456
+3%
+$197K
1 2425262728148