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
$2.79M0.01% 290,878
+61,595
+27%
+$590K
$2.78M0.01% 227,528
-53,618
-19%
-$656K
$2.78M0.01% 54,917
+8,116
+17%
+$411K
$2.78M0.01% 345,910
-21,182
-6%
-$170K
$2.78M0.01% 336,599
-74,254
-18%
-$613K
$2.78M0.01% 38,424
+9,082
+31%
+$656K
$2.76M0.01% 84,297
-28,957
-26%
-$949K
$2.76M0.01% 25,226
-1,683
-6%
-$184K
$2.75M0.01% 17,402
+1,673
+11%
+$264K
$2.75M0.01% 130,802
-2,229
-2%
-$46.8K
$2.74M0.01% 163,490
+1,320
+0.8%
+$22.1K
$2.74M0.01% 9,486
-208
-2%
-$60.1K
$2.74M0.01% 58,290
+3,506
+6%
+$165K
$2.74M0.01% 14,904
-10,609
-42%
-$1.95M
$2.73M0.01% 193,098
+46,744
+32%
+$662K
$2.73M0.01% 95,395
-4,418
-4%
-$126K
$2.72M0.01% 66,377
+45,104
+212%
+$1.85M
$2.72M0.01% 49,022
-10,685
-18%
-$592K
$2.7M0.01% 81,465
-23,865
-23%
-$791K
$2.7M0.01% 9,520
-5,138
-35%
-$1.45M
$2.69M0.01% 53,889
+3,561
+7%
+$178K
$2.69M0.01% 116,761
-2,697
-2%
-$62.2K
$2.67M0.01% 95,045
-5,620
-6%
-$158K
$2.66M0.01% 82,366
+806
+1%
+$26.1K
$2.66M0.01% 41,403
-8,553
-17%
-$550K
1 4546474849148