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
$5.01M0.02% 136,120
+19,194
+16%
+$706K
$5.01M0.02% 275,602
+148,986
+118%
+$2.71M
$5.01M0.02% 111,109
-61,269
-36%
-$2.76M
$5.01M0.02% 182,818
+90,787
+99%
+$2.49M
$5M0.02% 99,296
+883
+0.9%
+$44.5K
$5M0.02% 64,064
-10,056
-14%
-$784K
$5M0.02% 255,741
-7,779
-3%
-$152K
$4.99M0.02% 138,661
+3,440
+3%
+$124K
$4.99M0.02% 211,504
+85,168
+67%
+$2.01M
$4.98M0.02% 499,380
+35,836
+8%
+$358K
$4.98M0.02% 105,892
-33
-0%
-$1.55K
$4.96M0.02%
+124,666
 New
+$4.96M
$4.95M0.02% 43,888
-321
-0.7%
-$36.2K
$4.94M0.02% 14,308
+1,070
+8%
+$369K
$4.94M0.02% 86,866
+42,522
+96%
+$2.42M
$4.94M0.02% 949,184
+212,035
+29%
+$1.1M
$4.91M0.02% 130,008
-2,511
-2%
-$94.9K
$4.91M0.02% 49,450
-8,043
-14%
-$799K
$4.9M0.02% 98,306
-2,032
-2%
-$101K
$4.9M0.02% 334,490
+2,853
+0.9%
+$41.8K
$4.89M0.02% 49,191
+25,749
+110%
+$2.56M
$4.86M0.02% 209,242
+3,702
+2%
+$86K
$4.86M0.02% 48,199
-114
-0.2%
-$11.5K
$4.84M0.02% 73,941
-4,159
-5%
-$272K
$4.83M0.02% 97,890
-905
-0.9%
-$44.7K
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