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
$1.55M0.01%
+41,277
 New
+$1.55M
$1.54M0.01% 10,680
-171
-2%
-$24.7K
$1.54M0.01% 14,683
+383
+3%
+$40.2K
$1.54M0.01% 35,012
+8,524
+32%
+$375K
$1.54M0.01% 57,602
+3,336
+6%
+$89K
$1.54M0.01% 106,372
-13,244
-11%
-$191K
$1.54M0.01% 32,585
-1,422
-4%
-$67K
$1.52M0.01% 39,929
+58
+0.2%
+$2.21K
$1.52M0.01% 176,809
+612
+0.4%
+$5.27K
$1.52M0.01% 219,771
-5,144
-2%
-$35.6K
$1.52M0.01% 53,160
-16,024
-23%
-$458K
$1.52M0.01% 56,284
+14,943
+36%
+$404K
$1.52M0.01% 25,759
-5,540
-18%
-$326K
$1.52M0.01% 35,741
+5,733
+19%
+$243K
$1.52M0.01% 56,168
+7,293
+15%
+$197K
$1.51M0.01% 38,679
+886
+2%
+$34.6K
$1.51M0.01% 36,872
-3,254
-8%
-$133K
$1.51M0.01% 19,589
-665
-3%
-$51.2K
$1.51M0.01% 27,586
+3,529
+15%
+$193K
$1.51M0.01% 8,908
+1,693
+23%
+$286K
$1.51M0.01% 9,110
+443
+5%
+$73.3K
$1.51M0.01% 39,502
-3,663
-8%
-$140K
$1.51M0.01% 26,178
-4,060
-13%
-$234K
$1.51M0.01% 37,917
-924
-2%
-$36.7K
$1.5M0.01%
+19,904
 New
+$1.5M
1 6061626364148