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
$3.77M0.01% 153,113
-107,160
-41%
-$2.64M
$3.76M0.01% 89,080
+3,681
+4%
+$155K
$3.75M0.01% 6,367
+289
+5%
+$170K
$3.75M0.01% 78,715
-3,121
-4%
-$149K
$3.75M0.01% 66,633
-1,108
-2%
-$62.3K
$3.73M0.01% 122,814
+2,486
+2%
+$75.5K
$3.72M0.01% 42,327
+7,700
+22%
+$677K
$3.71M0.01% 306,880
+7,105
+2%
+$85.9K
$3.71M0.01% 61,155
-1,124
-2%
-$68.1K
$3.68M0.01% 118,128
+4,632
+4%
+$144K
$3.67M0.01% 56,011
-5,681
-9%
-$373K
$3.67M0.01% 73,229
-4,666
-6%
-$234K
$3.67M0.01% 96,337
-17,676
-16%
-$673K
$3.66M0.01% 36,608
-3,712
-9%
-$371K
$3.65M0.01% 92,272
+10,718
+13%
+$424K
$3.65M0.01% 68,244
+22,207
+48%
+$1.19M
$3.64M0.01% 68,062
+3,621
+6%
+$194K
$3.64M0.01% 66,910
+25,455
+61%
+$1.39M
$3.64M0.01% 85,794
+4,976
+6%
+$211K
$3.62M0.01% 107,674
+5,894
+6%
+$198K
$3.62M0.01% 30,263
-4,908
-14%
-$586K
$3.62M0.01% 69,904
+11,613
+20%
+$601K
$3.61M0.01% 28,497
+2,300
+9%
+$292K
$3.61M0.01% 60,786
+9,112
+18%
+$541K
$3.6M0.01% 272,239
+3,145
+1%
+$41.5K
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