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
$1.72M0.01% 41,964
-2,527
-6%
-$104K
$1.72M0.01% 211,757
+5,306
+3%
+$43.1K
$1.72M0.01% 16,082
-612
-4%
-$65.4K
$1.71M0.01% 30,553
+1,710
+6%
+$95.7K
$1.71M0.01% 13,376
-135
-1%
-$17.2K
$1.7M0.01% 27,596
-4,323
-14%
-$266K
$1.69M0.01% 28,684
-11,416
-28%
-$673K
$1.69M0.01% 6,300
-153
-2%
-$41.1K
$1.69M0.01% 33,984
+18,951
+126%
+$940K
$1.68M0.01% 68,197
+21,010
+45%
+$518K
$1.68M0.01% 39,503
-9,510
-19%
-$404K
$1.68M0.01% 198,106
+2,018
+1%
+$17.1K
$1.68M0.01%
+44,634
 New
+$1.68M
$1.68M0.01% 46,619
-774
-2%
-$27.8K
$1.67M0.01% 45,934
+7,935
+21%
+$289K
$1.67M0.01%
+63,683
 New
+$1.67M
$1.67M0.01% 31,230
+259
+0.8%
+$13.8K
$1.66M0.01% 69,740
-462
-0.7%
-$11K
$1.66M0.01% 28,588
-35,733
-56%
-$2.07M
$1.65M0.01% 130,730
+19,987
+18%
+$252K
$1.65M0.01% 42,155
+13,864
+49%
+$542K
$1.65M0.01% 79,337
+6,681
+9%
+$139K
$1.64M0.01% 37,222
-1,594
-4%
-$70.4K
$1.64M0.01% 20,789
+8,165
+65%
+$645K
$1.64M0.01% 45,653––
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