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
$4.11M0.01% 20,708
-3,226
-13%
-$640K
$4.08M0.01% 54,769
+39,140
+250%
+$2.92M
$4.08M0.01% 174,085
-16,657
-9%
-$390K
$4.08M0.01% 50,093
+1,251
+3%
+$102K
$4.07M0.01% 122,420
+104,013
+565%
+$3.46M
$4.07M0.01% 38,788
+703
+2%
+$73.7K
$4.06M0.01% 19,742
+10
+0.1%
+$2.06K
$4.05M0.01% 22,629
+936
+4%
+$167K
$4.03M0.01% 198,953
+126,166
+173%
+$2.55M
$4.03M0.01% 23,596
-6,538
-22%
-$1.12M
$4.01M0.01% 131,743
-132,425
-50%
-$4.03M
$4M0.01% 125,105
+6,193
+5%
+$198K
$3.99M0.01% 43,433
+1,214
+3%
+$112K
$3.99M0.01% 82,571
+16,902
+26%
+$817K
$3.99M0.01% 264,110
+7,546
+3%
+$114K
$3.97M0.01% 40,549
-1,709
-4%
-$167K
$3.96M0.01% 10,700
+6,361
+147%
+$2.35M
$3.95M0.01% 71,301
+5,529
+8%
+$307K
$3.94M0.01% 158,693
+359
+0.2%
+$8.91K
$3.94M0.01% 93,097
+1,356
+1%
+$57.3K
$3.92M0.01% 25,984
-2,741
-10%
-$414K
$3.92M0.01% 382,861
-14,516
-4%
-$149K
$3.92M0.01% 66,906
+28,932
+76%
+$1.69M
$3.91M0.01% 75,890
+1,655
+2%
+$85.2K
$3.9M0.01% 11,459
+2,976
+35%
+$1.01M
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