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
$1.31M﹤0.01% 57,052
-12,511
-18%
-$287K
$1.31M﹤0.01%
+14,812
 New
+$1.31M
$1.3M﹤0.01% 19,033
-474
-2%
-$32.5K
$1.3M﹤0.01% 28,107
-1,880
-6%
-$86.9K
$1.3M﹤0.01% 55,182
+1,571
+3%
+$36.9K
$1.3M﹤0.01% 27,558
-14,878
-35%
-$699K
$1.3M﹤0.01% 84,263
+41,600
+98%
+$639K
$1.29M﹤0.01% 9,993
+2,945
+42%
+$381K
$1.29M﹤0.01% 760,800
+132,700
+21%
+$224K
$1.29M﹤0.01% 18,755
-3,028
-14%
-$207K
$1.29M﹤0.01% 92,975
-2,790
-3%
-$38.6K
$1.28M﹤0.01% 17,086
+733
+4%
+$55K
$1.28M﹤0.01% 37,479
-604
-2%
-$20.6K
$1.28M﹤0.01% 215,707
+129,574
+150%
+$767K
$1.28M﹤0.01% 89,456
-15,573
-15%
-$222K
$1.28M﹤0.01% 30,396
+5,020
+20%
+$211K
$1.27M﹤0.01% 33,290
-5,074
-13%
-$194K
$1.27M﹤0.01% 2,614
+254
+11%
+$124K
$1.27M﹤0.01% 36,125
+7,275
+25%
+$256K
$1.27M﹤0.01% 60,026
+10,094
+20%
+$214K
$1.27M﹤0.01% 60,265
-1,582
-3%
-$33.2K
$1.27M﹤0.01% 39,039
-421
-1%
-$13.7K
$1.27M﹤0.01% 56,420
+5,159
+10%
+$116K
$1.27M﹤0.01% 40,418
-70
-0.2%
-$2.19K
$1.26M﹤0.01% 308,331
-34,742
-10%
-$142K
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