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
$3.6M0.01% 82,559
+70,907
+609%
+$3.09M
$3.59M0.01% 142,121
+37,498
+36%
+$947K
$3.58M0.01% 143,141
-9,234
-6%
-$231K
$3.57M0.01% 126,913
-16,619
-12%
-$468K
$3.57M0.01% 76,952
+10,837
+16%
+$502K
$3.57M0.01% 134,592
+3,096
+2%
+$82.1K
$3.57M0.01% 13,617
+229
+2%
+$60K
$3.56M0.01% 69,141
-79,692
-54%
-$4.1M
$3.56M0.01% 31,429
+3,284
+12%
+$372K
$3.56M0.01% 46,011
-9,262
-17%
-$716K
$3.53M0.01% 160,094
+47,937
+43%
+$1.06M
$3.53M0.01% 1,114,528
+136,344
+14%
+$432K
$3.53M0.01% 36,289
+13,904
+62%
+$1.35M
$3.53M0.01% 69,807
-79,095
-53%
-$4M
$3.53M0.01% 90,852
-3,625
-4%
-$141K
$3.52M0.01% 49,475
-52,739
-52%
-$3.75M
$3.52M0.01% 93,462
+4,976
+6%
+$187K
$3.51M0.01% 41,233
-48,427
-54%
-$4.13M
$3.51M0.01% 72,083
+14,714
+26%
+$716K
$3.5M0.01% 19,333
-255
-1%
-$46.2K
$3.5M0.01% 111,531
-1,257
-1%
-$39.5K
$3.5M0.01% 278,629
+44,363
+19%
+$557K
$3.5M0.01% 259,885
-43,621
-14%
-$587K
$3.49M0.01% 44,845
+2,050
+5%
+$160K
$3.49M0.01% 53,899
-5,801
-10%
-$375K
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