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
$4.83M0.02% 59,542
-5,860
-9%
-$475K
$4.8M0.02% 101,200
+1,924
+2%
+$91.2K
$4.77M0.02% 153,074
+26,187
+21%
+$817K
$4.75M0.02% 59,736
-4,196
-7%
-$333K
$4.74M0.02% 47,775
+18,803
+65%
+$1.86M
$4.74M0.02% 15,819
-4,240
-21%
-$1.27M
$4.73M0.02% 34,561
-9,960
-22%
-$1.36M
$4.72M0.02% 65,107
-9,974
-13%
-$723K
$4.7M0.02% 8,543
+1,179
+16%
+$648K
$4.69M0.02% 200,580
+2,179
+1%
+$50.9K
$4.69M0.02% 113,729
-4,277
-4%
-$176K
$4.68M0.02% 18,323
-5,460
-23%
-$1.4M
$4.67M0.02% 45,095
-22,946
-34%
-$2.38M
$4.67M0.02% 73,215
-1,560
-2%
-$99.5K
$4.66M0.02% 193,154
+10,628
+6%
+$256K
$4.64M0.02% 415,300
+11,179
+3%
+$125K
$4.63M0.02% 59,734
+51,688
+642%
+$4M
$4.62M0.02% 184,404
-6,592
-3%
-$165K
$4.62M0.02% 29,861
+1,157
+4%
+$179K
$4.62M0.02% 31,103
+1,999
+7%
+$297K
$4.61M0.02% 178,363
+162,588
+1,031%
+$4.2M
$4.6M0.02% 60,680
-2,617
-4%
-$199K
$4.6M0.02% 102,827
-3,744
-4%
-$167K
$4.6M0.02% 27,690
-686
-2%
-$114K
$4.6M0.02% 122,007
+77,302
+173%
+$2.91M
1 3233343536148