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
$1.79M0.01% 111,757
+26,615
+31%
+$426K
$1.79M0.01% 6,001
+477
+9%
+$142K
$1.78M0.01% 66,981
+12,453
+23%
+$332K
$1.78M0.01% 18,235
-1,119
-6%
-$109K
$1.78M0.01% 34,115
+426
+1%
+$22.2K
$1.77M0.01% 124,521
+3,174
+3%
+$45.2K
$1.77M0.01% 29,563
+340
+1%
+$20.4K
$1.77M0.01% 80,522
+70,218
+681%
+$1.54M
$1.77M0.01% 12,802
+711
+6%
+$98K
$1.75M0.01% 121,151
-10,699
-8%
-$155K
$1.75M0.01% 93,122
+281
+0.3%
+$5.29K
$1.75M0.01% 135,176
-340,261
-72%
-$4.4M
$1.75M0.01% 86,245
-2,514
-3%
-$50.9K
$1.74M0.01% 3,431
-151
-4%
-$76.8K
$1.74M0.01% 24,494
-3,541
-13%
-$252K
$1.74M0.01% 26,265
+6,320
+32%
+$419K
$1.74M0.01% 43,730
-7,921
-15%
-$314K
$1.73M0.01%
+90,278
 New
+$1.73M
$1.73M0.01% 113,720
-12,391
-10%
-$189K
$1.73M0.01% 30,558
+509
+2%
+$28.8K
$1.73M0.01% 154,656
-10,017
-6%
-$112K
$1.73M0.01% 79,784
+20,203
+34%
+$437K
$1.72M0.01% 33,947
+1,039
+3%
+$52.7K
$1.72M0.01% 25,035
+90
+0.4%
+$6.19K
$1.72M0.01% 75,732
+7,213
+11%
+$164K
1 5657585960148