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
$1.15M﹤0.01% 92,318
+30,363
+49%
+$377K
$1.14M﹤0.01% 70,092
+29,702
+74%
+$484K
$1.14M﹤0.01% 18,998
+1,953
+11%
+$118K
$1.14M﹤0.01% 22,549
+9,531
+73%
+$483K
$1.14M﹤0.01% 26,172
+878
+3%
+$38.3K
$1.14M﹤0.01% 27,417
-7,326
-21%
-$304K
$1.14M﹤0.01%
+48,087
 New
+$1.14M
$1.14M﹤0.01% 27,924
-2,112
-7%
-$85.9K
$1.13M﹤0.01% 36,257
-360
-1%
-$11.3K
$1.13M﹤0.01% 21,837
+545
+3%
+$28.3K
$1.13M﹤0.01% 14,011
+4,585
+49%
+$370K
$1.13M﹤0.01% 99,444
-21,375
-18%
-$243K
$1.13M﹤0.01% 19,629
+1,726
+10%
+$99.5K
$1.13M﹤0.01% 14,644
-4,524
-24%
-$349K
$1.13M﹤0.01% 18,188
+5,070
+39%
+$315K
$1.13M﹤0.01% 8,933
-904
-9%
-$114K
$1.13M﹤0.01% 32,867
-218
-0.7%
-$7.46K
$1.12M﹤0.01% 25,583
-199
-0.8%
-$8.74K
$1.12M﹤0.01% 25,313
-3,605
-12%
-$160K
$1.12M﹤0.01% 14,599
-232
-2%
-$17.8K
$1.12M﹤0.01% 14,647
+9,719
+197%
+$743K
$1.12M﹤0.01% 66,160
+14,701
+29%
+$249K
$1.12M﹤0.01% 98,304
-978
-1%
-$11.1K
$1.11M﹤0.01% 28,048––
$1.11M﹤0.01% 14,546
-1,630
-10%
-$125K
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