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
$1.22M﹤0.01% 4,608
+145
+3%
+$38.4K
$1.22M﹤0.01% 12,567
-9,728
-44%
-$943K
$1.22M﹤0.01% 3,820
-184
-5%
-$58.6K
$1.22M﹤0.01% 21,636
-354
-2%
-$19.9K
$1.22M﹤0.01% 177,585
+1,369
+0.8%
+$9.37K
$1.22M﹤0.01% 39,232
+28,302
+259%
+$877K
$1.21M﹤0.01% 53,783
-101,629
-65%
-$2.29M
$1.21M﹤0.01% 256,656
+32,047
+14%
+$151K
$1.21M﹤0.01% 28,917
-1,072
-4%
-$44.9K
$1.21M﹤0.01% 31,153
+790
+3%
+$30.7K
$1.21M﹤0.01% 25,547
-793
-3%
-$37.4K
$1.21M﹤0.01% 11,411
+1,582
+16%
+$167K
$1.2M﹤0.01% 40,291
+23,540
+141%
+$703K
$1.2M﹤0.01% 30,672
-269
-0.9%
-$10.6K
$1.2M﹤0.01% 48,242
-8,747
-15%
-$218K
$1.2M﹤0.01% 31,159
-6,225
-17%
-$239K
$1.2M﹤0.01% 34,674
+2,202
+7%
+$76K
$1.19M﹤0.01% 34,817
-58,364
-63%
-$2M
$1.19M﹤0.01% 27,226
-2,962
-10%
-$130K
$1.19M﹤0.01% 11,389
-2,195
-16%
-$230K
$1.19M﹤0.01% 124,160
+11,220
+10%
+$108K
$1.19M﹤0.01% 13,394
-7,436
-36%
-$661K
$1.19M﹤0.01% 23,150
-25
-0.1%
-$1.28K
$1.19M﹤0.01% 30,822
-13,032
-30%
-$501K
$1.19M﹤0.01% 24,268
-31,635
-57%
-$1.54M
1 6768697071148