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
$5.59M0.02% 437,951
+72,641
+20%
+$928K
$5.58M0.02% 185,255
+5,684
+3%
+$171K
$5.56M0.02% 153,774
+64,388
+72%
+$2.33M
$5.54M0.02% 85,118
+3,510
+4%
+$228K
$5.54M0.02% 132,533
+8,060
+6%
+$337K
$5.54M0.02% 67,260
+349
+0.5%
+$28.7K
$5.52M0.02% 483,728
+30,435
+7%
+$347K
$5.51M0.02% 24,054
+459
+2%
+$105K
$5.5M0.02% 225,769
-17,504
-7%
-$426K
$5.49M0.02% 21,604
-5,690
-21%
-$1.45M
$5.46M0.02% 170,248
+6,228
+4%
+$200K
$5.43M0.02% 65,949
-3,231
-5%
-$266K
$5.41M0.02% 47,398
-1,297
-3%
-$148K
$5.41M0.02% 233,455
-226,916
-49%
-$5.26M
$5.4M0.02% 35,251
-306
-0.9%
-$46.9K
$5.39M0.02% 15,982
+689
+5%
+$232K
$5.39M0.02% 56,561
-43,839
-44%
-$4.17M
$5.38M0.02% 222,097
+48,860
+28%
+$1.18M
$5.37M0.02% 117,063
-71,331
-38%
-$3.27M
$5.37M0.02% 148,775
+11,197
+8%
+$404K
$5.32M0.02% 210,679
-30,076
-12%
-$760K
$5.31M0.02% 135,511
+25,280
+23%
+$990K
$5.31M0.02% 21,912
+2,270
+12%
+$550K
$5.29M0.02% 10,052
-813
-7%
-$428K
$5.29M0.02% 143,578
-1,834
-1%
-$67.5K
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