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
$2.32M0.01% 55,210
-22,826
-29%
-$960K
$2.32M0.01% 81,400
+40,807
+101%
+$1.16M
$2.32M0.01% 79,205
+1,503
+2%
+$44.1K
$2.32M0.01% 19,572
-1,467
-7%
-$174K
$2.31M0.01% 18,603
+3,351
+22%
+$417K
$2.31M0.01% 63,687
-971
-2%
-$35.2K
$2.31M0.01% 24,689
-2,209
-8%
-$206K
$2.3M0.01% 101,463
-4,471
-4%
-$101K
$2.3M0.01% 43,191
-4,092
-9%
-$218K
$2.3M0.01% 56,484
-4,861
-8%
-$198K
$2.3M0.01% 135,980
-5,651
-4%
-$95.5K
$2.3M0.01% 55,371
-38,600
-41%
-$1.6M
$2.28M0.01% 59,402
-8,609
-13%
-$330K
$2.27M0.01% 17,409
+5,153
+42%
+$673K
$2.26M0.01% 20,413
+2,580
+14%
+$286K
$2.26M0.01% 43,762
-1,139
-3%
-$58.9K
$2.25M0.01% 21,495
+450
+2%
+$47.1K
$2.25M0.01% 60,881
-221
-0.4%
-$8.17K
$2.25M0.01% 76,468
-4,947
-6%
-$145K
$2.24M0.01% 16,491
+1,928
+13%
+$262K
$2.24M0.01% 99,915
+15,795
+19%
+$354K
$2.24M0.01% 154,777
+4,794
+3%
+$69.3K
$2.23M0.01% 408,182
+54,160
+15%
+$296K
$2.23M0.01% 956,263
-150,024
-14%
-$350K
$2.23M0.01% 72,293
-16,722
-19%
-$515K
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