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
$3.24M0.01% 34,211
+221
+0.7%
+$20.9K
$3.23M0.01% 25,520
+3,345
+15%
+$424K
$3.23M0.01% 41,728
+12,564
+43%
+$972K
$3.22M0.01% 46,717
-350
-0.7%
-$24.1K
$3.22M0.01% 59,580
-45,204
-43%
-$2.44M
$3.22M0.01% 34,801
+1,628
+5%
+$150K
$3.18M0.01% 16,866
+2,965
+21%
+$560K
$3.18M0.01% 62,135
-7,290
-11%
-$373K
$3.18M0.01% 145,144
-5,801
-4%
-$127K
$3.16M0.01% 27,485
-4,151
-13%
-$476K
$3.15M0.01% 94,292
+6,325
+7%
+$211K
$3.15M0.01% 12,994
-271
-2%
-$65.7K
$3.14M0.01% 43,541
+8,572
+25%
+$617K
$3.13M0.01% 123,262
-2,674
-2%
-$67.9K
$3.12M0.01% 123,549
+92,008
+292%
+$2.32M
$3.12M0.01% 99,234
-24,942
-20%
-$783K
$3.11M0.01% 49,377
+5,456
+12%
+$343K
$3.11M0.01% 84,092
+15,183
+22%
+$561K
$3.1M0.01% 100,874
+13,481
+15%
+$414K
$3.1M0.01% 80,810
-27,489
-25%
-$1.05M
$3.09M0.01% 75,031
+2,993
+4%
+$123K
$3.08M0.01%
+52,879
 New
+$3.08M
$3.08M0.01% 66,698
+3,196
+5%
+$147K
$3.07M0.01% 12,564
+81
+0.7%
+$19.8K
$3.06M0.01% 85,817
+14,848
+21%
+$530K
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