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
$3.06M0.01% 66,508
+27,000
+68%
+$1.24M
$3.06M0.01% 29,807
-2,570
-8%
-$264K
$3.06M0.01% 120,656
-4,961
-4%
-$126K
$3.06M0.01% 83,895
+18,065
+27%
+$659K
$3.06M0.01% 94,565
+25,440
+37%
+$823K
$3.05M0.01% 69,873
+1,935
+3%
+$84.6K
$3.04M0.01% 63,349
+33,599
+113%
+$1.61M
$3.04M0.01% 13,924
-1,079
-7%
-$236K
$3.04M0.01% 73,438
+1,922
+3%
+$79.6K
$3.04M0.01% 9,229
+7,874
+581%
+$2.59M
$3.03M0.01% 77,365
+25,988
+51%
+$1.02M
$3.03M0.01% 25,410
+725
+3%
+$86.4K
$3.02M0.01% 31,942
-1,785
-5%
-$169K
$3.02M0.01% 63,360
-4,483
-7%
-$214K
$3.02M0.01% 38,131
+2,241
+6%
+$178K
$3.02M0.01% 42,330
-12,000
-22%
-$856K
$3.02M0.01% 69,156
+4,774
+7%
+$208K
$3.02M0.01% 21,883
-55,296
-72%
-$7.62M
$3.01M0.01% 14,489
+1,186
+9%
+$246K
$3.01M0.01% 258,649
-18,744
-7%
-$218K
$3M0.01% 35,499
-931
-3%
-$78.7K
$3M0.01% 45,973
+4,391
+11%
+$286K
$3M0.01% 90,144
+20,640
+30%
+$686K
$2.99M0.01% 19,363
+7,343
+61%
+$1.13M
$2.98M0.01% 5,133
+31
+0.6%
+$18K
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