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
$1.46M﹤0.01% 77,093
-48,692
-39%
-$919K
$1.45M﹤0.01% 20,702
-1,274
-6%
-$89.4K
$1.45M﹤0.01% 8,014
+126
+2%
+$22.8K
$1.45M﹤0.01% 33,032
-4,812
-13%
-$211K
$1.45M﹤0.01% 32,179
-569
-2%
-$25.6K
$1.45M﹤0.01% 16,625
+355
+2%
+$30.9K
$1.44M﹤0.01% 69,816
-2,379
-3%
-$49.1K
$1.44M﹤0.01% 41,159
-579
-1%
-$20.2K
$1.44M﹤0.01% 18,893
-895
-5%
-$68.1K
$1.44M﹤0.01% 120,264
+29,623
+33%
+$354K
$1.44M﹤0.01% 32,203
+3,365
+12%
+$150K
$1.43M﹤0.01% 33,057
-1,632
-5%
-$70.7K
$1.43M﹤0.01% 45,236
-924
-2%
-$29.2K
$1.43M﹤0.01% 57,473
-18,161
-24%
-$451K
$1.43M﹤0.01% 97,812
+6,873
+8%
+$100K
$1.42M﹤0.01% 35,634
+1,532
+4%
+$61.2K
$1.41M﹤0.01% 47,505
-3,466
-7%
-$103K
$1.41M﹤0.01% 30,905
+691
+2%
+$31.5K
$1.41M﹤0.01% 77,421
-139,970
-64%
-$2.55M
$1.41M﹤0.01% 27,526
+9
+0%
+$460
$1.41M﹤0.01% 45,520
-371
-0.8%
-$11.5K
$1.4M﹤0.01% 9,153
-175
-2%
-$26.8K
$1.4M﹤0.01%
+45,583
 New
+$1.4M
$1.4M﹤0.01% 40,088
+21,943
+121%
+$766K
$1.4M﹤0.01% 8,328
+608
+8%
+$102K
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