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
$3.37M0.01% 165,778
+55,834
+51%
+$1.13M
$3.36M0.01% 40,733
+299
+0.7%
+$24.7K
$3.36M0.01% 9,718
-248
-2%
-$85.7K
$3.36M0.01% 93,387
-702
-0.8%
-$25.2K
$3.35M0.01% 89,086
-2,081
-2%
-$78.3K
$3.35M0.01% 40,604
-69,199
-63%
-$5.71M
$3.34M0.01% 494,708
+16,609
+3%
+$112K
$3.34M0.01% 71,529
-678
-0.9%
-$31.6K
$3.34M0.01% 125,064
+3,715
+3%
+$99.1K
$3.33M0.01% 26,350
-1,036
-4%
-$131K
$3.33M0.01% 32,023
-1,836
-5%
-$191K
$3.33M0.01% 32,866
+16,775
+104%
+$1.7M
$3.31M0.01% 146,544
+40,947
+39%
+$924K
$3.3M0.01% 132,848
+49
+0%
+$1.22K
$3.3M0.01% 79,193
+24,075
+44%
+$1M
$3.29M0.01% 155,883
+5,883
+4%
+$124K
$3.28M0.01% 255,786
+27,080
+12%
+$347K
$3.27M0.01% 31,673
+371
+1%
+$38.3K
$3.27M0.01% 50,200
+2,395
+5%
+$156K
$3.27M0.01% 1,771
-84
-5%
-$155K
$3.26M0.01% 31,025
+970
+3%
+$102K
$3.26M0.01% 48,151
-1,931
-4%
-$131K
$3.26M0.01% 1,743
-5
-0.3%
-$9.35K
$3.25M0.01% 27,215
+4,429
+19%
+$529K
$3.25M0.01% 30,465
-559
-2%
-$59.6K
1 4041424344148