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
$5.82M0.02% 241,798
-38,061
-14%
-$915K
$5.8M0.02% 132,110
-18,340
-12%
-$805K
$5.79M0.02% 139,678
+17,041
+14%
+$707K
$5.79M0.02% 71,779
-56,279
-44%
-$4.54M
$5.78M0.02% 70,370
+4,324
+7%
+$355K
$5.78M0.02% 45,452
+1,095
+2%
+$139K
$5.74M0.02% 117,436
+2,009
+2%
+$98.2K
$5.74M0.02% 243,538
-20,331
-8%
-$479K
$5.73M0.02% 54,219
-2,587
-5%
-$273K
$5.71M0.02% 17,961
-1,135
-6%
-$361K
$5.7M0.02% 64,565
+32,470
+101%
+$2.87M
$5.7M0.02% 181,747
+30,165
+20%
+$945K
$5.69M0.02% 159,515
+10,314
+7%
+$368K
$5.69M0.02% 56,625
-7,594
-12%
-$762K
$5.69M0.02% 42,989
-1,313
-3%
-$174K
$5.68M0.02% 106,035
+76,453
+258%
+$4.09M
$5.67M0.02% 22,886
+4,114
+22%
+$1.02M
$5.66M0.02% 95,925
+35,730
+59%
+$2.11M
$5.65M0.02% 75,327
+6,417
+9%
+$482K
$5.65M0.02% 168,859
-2,440
-1%
-$81.7K
$5.65M0.02% 32,751
+8,077
+33%
+$1.39M
$5.65M0.02% 461,107
-129,484
-22%
-$1.59M
$5.64M0.02% 67,499
+5,050
+8%
+$422K
$5.62M0.02% 48,944
-1,701
-3%
-$195K
$5.6M0.02% 69,108
+2,615
+4%
+$212K
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