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
$1.08M﹤0.01% 34,347
+16,449
+92%
+$518K
$1.08M﹤0.01% 3,269
-995
-23%
-$329K
$1.08M﹤0.01% 9,543
-1,090
-10%
-$123K
$1.08M﹤0.01% 15,740
-2,172
-12%
-$149K
$1.08M﹤0.01% 27,872
-5,520
-17%
-$214K
$1.08M﹤0.01% 64,639
-5,160
-7%
-$86.1K
$1.08M﹤0.01% 27,221
+6,912
+34%
+$273K
$1.08M﹤0.01% 24,829
-16,904
-41%
-$732K
$1.08M﹤0.01% 36,725
-714
-2%
-$20.9K
$1.07M﹤0.01% 8,298
+1,564
+23%
+$202K
$1.07M﹤0.01% 201,210
+78,894
+65%
+$421K
$1.07M﹤0.01% 16,249
+303
+2%
+$20K
$1.07M﹤0.01% 24,783
-828
-3%
-$35.8K
$1.07M﹤0.01% 35,339
-616
-2%
-$18.7K
$1.07M﹤0.01% 105,577
-1,230
-1%
-$12.4K
$1.07M﹤0.01% 30,802
+6,997
+29%
+$242K
$1.06M﹤0.01% 26,547
-4,832
-15%
-$194K
$1.06M﹤0.01% 47,214
+10,876
+30%
+$245K
$1.06M﹤0.01% 34,038
+614
+2%
+$19.2K
$1.06M﹤0.01% 28,246
-4,747
-14%
-$179K
$1.06M﹤0.01% 40,634
-442
-1%
-$11.6K
$1.06M﹤0.01% 58,700
-125,526
-68%
-$2.27M
$1.06M﹤0.01% 123,532
+3,142
+3%
+$27K
$1.06M﹤0.01% 5,118
-6,562
-56%
-$1.36M
$1.06M﹤0.01% 24,800
-1,597
-6%
-$68.3K
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