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
$4.41M0.01% 233,941
+19,476
+9%
+$367K
$4.41M0.01% 88,222
+196
+0.2%
+$9.79K
$4.4M0.01% 38,098
+291
+0.8%
+$33.6K
$4.4M0.01% 119,556
+103,465
+643%
+$3.81M
$4.4M0.01% 230,445
+5,758
+3%
+$110K
$4.39M0.01% 58,121
-1,706
-3%
-$129K
$4.35M0.01% 33,532
+3,465
+12%
+$450K
$4.32M0.01% 120,503
+17,562
+17%
+$629K
$4.31M0.01% 74,724
+11,745
+19%
+$677K
$4.28M0.01% 95,446
+5,443
+6%
+$244K
$4.28M0.01% 107,181
+1,378
+1%
+$55K
$4.28M0.01% 42,163
-44,675
-51%
-$4.53M
$4.27M0.01% 55,425
-1,211
-2%
-$93.2K
$4.27M0.01% 29,074
+563
+2%
+$82.6K
$4.26M0.01% 93,686
-3,883
-4%
-$177K
$4.24M0.01% 143,727
+83,426
+138%
+$2.46M
$4.23M0.01% 85,518
-5,907
-6%
-$292K
$4.22M0.01% 109,908
+41,606
+61%
+$1.6M
$4.17M0.01% 155,867
+75,711
+94%
+$2.03M
$4.16M0.01% 116,782
-4,657
-4%
-$166K
$4.14M0.01% 84,795
+176
+0.2%
+$8.59K
$4.12M0.01% 66,402
+8,616
+15%
+$535K
$4.12M0.01% 107,476
-821
-0.8%
-$31.5K
$4.12M0.01% 158,384
+16,270
+11%
+$423K
$4.11M0.01% 56,463
+6,596
+13%
+$480K
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