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
$1.26M﹤0.01% 19,239
-4,825
-20%
-$317K
$1.26M﹤0.01% 25,094
-96,830
-79%
-$4.86M
$1.26M﹤0.01% 23,827
-1,020
-4%
-$53.9K
$1.25M﹤0.01% 118,767
+23,473
+25%
+$248K
$1.25M﹤0.01% 81,794
-40,965
-33%
-$627K
$1.25M﹤0.01% 216,653
+81,709
+61%
+$471K
$1.25M﹤0.01% 30,754
+5,250
+21%
+$213K
$1.25M﹤0.01% 1,056
-329
-24%
-$389K
$1.25M﹤0.01% 36,022
-5,809
-14%
-$201K
$1.25M﹤0.01% 52,247
+5,026
+11%
+$120K
$1.25M﹤0.01% 143,043
+5,653
+4%
+$49.2K
$1.24M﹤0.01% 96,135
+6,641
+7%
+$85.8K
$1.24M﹤0.01% 46,020
-2,269
-5%
-$61.1K
$1.24M﹤0.01% 93,824
-2,172
-2%
-$28.6K
$1.23M﹤0.01% 10,622
+1
+0%
+$116
$1.23M﹤0.01% 7,580
+67
+0.9%
+$10.8K
$1.23M﹤0.01% 26,014
-405
-2%
-$19.1K
$1.23M﹤0.01% 129,282
+12,459
+11%
+$118K
$1.23M﹤0.01% 18,581
+1,195
+7%
+$78.8K
$1.23M﹤0.01% 34,834
-1,590
-4%
-$55.9K
$1.22M﹤0.01% 33,230
-570
-2%
-$21K
$1.22M﹤0.01% 51,992
+12,385
+31%
+$291K
$1.22M﹤0.01% 46,718
-252
-0.5%
-$6.59K
$1.22M﹤0.01% 28,609
-12,454
-30%
-$531K
$1.22M﹤0.01% 4,317
-799
-16%
-$226K
1 6667686970148