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
$3.48M0.01% 88,770
+2,925
+3%
+$115K
$3.48M0.01% 68,108
-2,302
-3%
-$118K
$3.47M0.01% 157,200
-8,540
-5%
-$188K
$3.46M0.01% 58,178
-7,402
-11%
-$440K
$3.45M0.01% 130,328
-7,548
-5%
-$200K
$3.43M0.01% 123,967
-436
-0.4%
-$12.1K
$3.43M0.01% 68,053
+28,201
+71%
+$1.42M
$3.43M0.01% 61,212
+7,034
+13%
+$394K
$3.43M0.01% 151,132
+42,580
+39%
+$965K
$3.42M0.01% 49,171
-1,588
-3%
-$110K
$3.42M0.01% 10,141
+1,198
+13%
+$404K
$3.42M0.01% 254,508
+45
+0%
+$604
$3.42M0.01% 95,085
-44,277
-32%
-$1.59M
$3.41M0.01% 124,876
-21,100
-14%
-$577K
$3.41M0.01% 139,582
+27,036
+24%
+$661K
$3.41M0.01% 70,207
+7,903
+13%
+$383K
$3.41M0.01% 133,304
+1,837
+1%
+$46.9K
$3.4M0.01% 156,593
+16,801
+12%
+$365K
$3.39M0.01% 32,540
-20,334
-38%
-$2.12M
$3.39M0.01% 268,775
-1,214
-0.5%
-$15.3K
$3.39M0.01% 104,141
+21,512
+26%
+$699K
$3.38M0.01% 101,780
-25,471
-20%
-$846K
$3.38M0.01% 129,118
+7,105
+6%
+$186K
$3.37M0.01% 41,033
-1,992
-5%
-$164K
$3.37M0.01% 8,436
-20
-0.2%
-$7.98K
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