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
$1.36M﹤0.01% 47,328
-1,381
-3%
-$39.7K
$1.36M﹤0.01% 61,807
-334,472
-84%
-$7.35M
$1.36M﹤0.01% 7,748
+298
+4%
+$52.3K
$1.36M﹤0.01% 11,603
-1,854
-14%
-$217K
$1.36M﹤0.01% 17,530
-2,033
-10%
-$157K
$1.36M﹤0.01%
+40,434
 New
+$1.36M
$1.35M﹤0.01% 22,484
+3,773
+20%
+$227K
$1.35M﹤0.01% 16,484
+6,976
+73%
+$571K
$1.35M﹤0.01% 32,023
+1,158
+4%
+$48.7K
$1.34M﹤0.01% 160,071
+539
+0.3%
+$4.52K
$1.34M﹤0.01% 22,370
-1,591
-7%
-$95.5K
$1.34M﹤0.01%
+127,770
 New
+$1.34M
$1.34M﹤0.01% 25,026
+203
+0.8%
+$10.9K
$1.34M﹤0.01% 77,846
+27,832
+56%
+$478K
$1.33M﹤0.01% 39,189
+4,914
+14%
+$167K
$1.33M﹤0.01% 41,080
-15,383
-27%
-$499K
$1.33M﹤0.01% 58,479
+19,352
+49%
+$440K
$1.33M﹤0.01% 41,938
+25,513
+155%
+$808K
$1.33M﹤0.01% 40,410––
$1.32M﹤0.01% 21,385
+678
+3%
+$41.9K
$1.32M﹤0.01% 32,349
+1,174
+4%
+$47.8K
$1.32M﹤0.01% 59,052
+8,849
+18%
+$198K
$1.32M﹤0.01% 9,683
-5,244
-35%
-$714K
$1.32M﹤0.01% 54,938
+39,311
+252%
+$942K
$1.31M﹤0.01% 4,269
-53
-1%
-$16.3K
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