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
$2.52M0.01% 20,839
-790
-4%
-$95.5K
$2.51M0.01% 20,289
-429
-2%
-$53.1K
$2.51M0.01% 16,545
-830
-5%
-$126K
$2.5M0.01% 20,010
+3,131
+19%
+$391K
$2.49M0.01% 67,337
+6,197
+10%
+$229K
$2.49M0.01% 12,420
+1,679
+16%
+$337K
$2.49M0.01% 13,096
+621
+5%
+$118K
$2.49M0.01% 29,301
-2,916
-9%
-$248K
$2.49M0.01% 3,920
-410
-9%
-$260K
$2.48M0.01% 61,373
-403
-0.7%
-$16.3K
$2.48M0.01% 10,187
+4,204
+70%
+$1.02M
$2.48M0.01% 71,976
-4,490
-6%
-$155K
$2.48M0.01% 38,910
-1,321
-3%
-$84.2K
$2.48M0.01% 17,540
+192
+1%
+$27.1K
$2.47M0.01% 18,796
+17,247
+1,113%
+$2.27M
$2.47M0.01% 55,375
-4,482
-7%
-$200K
$2.46M0.01% 88,190
+76,137
+632%
+$2.12M
$2.46M0.01% 53,484
+3,867
+8%
+$178K
$2.44M0.01% 116,390
+27,094
+30%
+$568K
$2.43M0.01% 65,382
-3,660
-5%
-$136K
$2.43M0.01% 26,359
+1,385
+6%
+$128K
$2.43M0.01% 113,226
+33,382
+42%
+$717K
$2.43M0.01%
+28,933
 New
+$2.43M
$2.42M0.01% 7,656
+6,461
+541%
+$2.04M
$2.41M0.01% 109,186
-20,284
-16%
-$448K
1 4748495051148