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
$2.1M0.01% 91,756
+50,588
+123%
+$1.16M
$2.1M0.01% 81,451
+74,317
+1,042%
+$1.92M
$2.09M0.01% 51,088
-2,582
-5%
-$106K
$2.09M0.01% 65,731
+5,707
+10%
+$181K
$2.09M0.01% 108,646
+2,151
+2%
+$41.3K
$2.08M0.01% 18,471
-1,939
-10%
-$219K
$2.08M0.01% 67,447
+8,609
+15%
+$265K
$2.08M0.01% 49,662
-1,865
-4%
-$78.1K
$2.08M0.01% 45,007
-4,978
-10%
-$230K
$2.08M0.01% 81,765
+6,958
+9%
+$177K
$2.07M0.01% 90,940
+275
+0.3%
+$6.27K
$2.07M0.01% 89,002
-4,730
-5%
-$110K
$2.07M0.01% 89,549
+41,027
+85%
+$949K
$2.07M0.01% 103,693
+8,673
+9%
+$173K
$2.07M0.01% 34,891
+735
+2%
+$43.6K
$2.06M0.01% 28,459
-5,382
-16%
-$390K
$2.06M0.01% 65,188
+44,455
+214%
+$1.41M
$2.06M0.01% 34,601
-3,049
-8%
-$182K
$2.05M0.01% 103,826
+10,447
+11%
+$207K
$2.05M0.01% 48,945
-443
-0.9%
-$18.6K
$2.05M0.01% 71,870
+29,870
+71%
+$852K
$2.05M0.01% 50,670
+18,771
+59%
+$758K
$2.05M0.01% 147,415
+15,706
+12%
+$218K
$2.04M0.01% 9,131
-554
-6%
-$124K
$2.04M0.01% 241,110
+22,792
+10%
+$193K
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