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
$6.41M0.02% 134,146
+11,138
+9%
+$532K
$6.41M0.02% 100,834
+78,547
+352%
+$4.99M
$6.4M0.02% 186,883
-12,291
-6%
-$421K
$6.36M0.02% 216,978
+145,581
+204%
+$4.27M
$6.34M0.02% 76,419
+3,790
+5%
+$315K
$6.34M0.02% 209,260
-22,056
-10%
-$668K
$6.28M0.02% 440,644
-28,751
-6%
-$410K
$6.26M0.02% 220,088
+33,827
+18%
+$963K
$6.26M0.02% 53,777
+149
+0.3%
+$17.3K
$6.23M0.02% 78,393
+2,425
+3%
+$193K
$6.22M0.02% 86,820
+15,748
+22%
+$1.13M
$6.22M0.02% 212,630
+6,867
+3%
+$201K
$6.21M0.02% 1,656,304
+44,175
+3%
+$166K
$6.19M0.02% 64,638
-20,582
-24%
-$1.97M
$6.18M0.02% 202,665
+4,588
+2%
+$140K
$6.18M0.02% 34,484
+624
+2%
+$112K
$6.17M0.02% 216,146
+20,234
+10%
+$578K
$6.16M0.02% 247,719
-8,033
-3%
-$200K
$6.14M0.02% 56,380
+1,453
+3%
+$158K
$6.13M0.02% 209,595
+4,203
+2%
+$123K
$6.11M0.02% 99,347
+17,924
+22%
+$1.1M
$6.1M0.02% 26,769
-1,961
-7%
-$447K
$6.09M0.02% 102,102
-5,327
-5%
-$317K
$6.08M0.02% 144,174
-29,789
-17%
-$1.26M
$6.08M0.02% 523,675
+69,345
+15%
+$804K
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