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
$1.64M0.01% 79,240
+237
+0.3%
+$4.89K
$1.63M0.01% 21,248
+5,099
+32%
+$392K
$1.63M0.01% 40,318
+1,804
+5%
+$73K
$1.63M0.01% 29,735
+2,055
+7%
+$113K
$1.63M0.01% 35,778
-1,865
-5%
-$84.9K
$1.63M0.01% 45,936
-5,589
-11%
-$198K
$1.62M0.01% 229,657
+3,096
+1%
+$21.9K
$1.62M0.01% 45,517
+8,009
+21%
+$285K
$1.62M0.01% 20,557
+964
+5%
+$76K
$1.62M0.01% 25,740
+9,897
+62%
+$621K
$1.61M0.01% 27,663
-2,621
-9%
-$153K
$1.61M0.01% 36,570
-95,574
-72%
-$4.22M
$1.61M0.01% 1,306
+97
+8%
+$120K
$1.61M0.01% 22,864
-1,129
-5%
-$79.5K
$1.61M0.01% 16,317
+1,358
+9%
+$134K
$1.61M0.01%
+74,093
 New
+$1.61M
$1.6M0.01% 31,385
+15,371
+96%
+$785K
$1.6M0.01% 53,369
+40,431
+313%
+$1.21M
$1.59M0.01% 60,103
+18,188
+43%
+$481K
$1.59M0.01% 12,425
-275
-2%
-$35.1K
$1.58M0.01% 51,617
-1,145
-2%
-$35.1K
$1.58M0.01% 56,286
+12,219
+28%
+$344K
$1.58M0.01% 47,588
+2,409
+5%
+$80K
$1.58M0.01% 143,111
-283
-0.2%
-$3.12K
$1.58M0.01% 45,000
-1,265
-3%
-$44.4K
1 5859606162148